Founded in 1998 and beneficially owned by the partners of Morris Crocker, Castlegate Southern Limited (‘CSL’), are our in-house Independent Financial Advisers, and are located at our offices in Havant, Hampshire.
As professional Independent Financial Advisers, CSL offer a personalised and comprehensive financial advisory service and are authorised to advise on most areas of financial planning, and being independent they can advise you on the products of different companies from the whole of the market.
Castlegate recognise the importance of considering all the issues before recommending appropriate solutions, so they offer a free of charge initial consultation meeting to assess your requirements and your current situation.
Successful financial planning can help you achieve your life's ambitions, whether these include providing for your current lifestyle, planning for the income you want in retirement, or simply wanting to protect the value of your estate. CSL will work with you to make sure your finances are in the best shape to be able to meet your aspirations.
You do not have to be a client of Morris Crocker, so whatever your needs, you will be welcome. For more information visit http://www.castlegatesl.co.uk/ or telephone Chris Jenkins, Financial Services Manager, on 023 9249 8015
CSL is an appointed representative of Castlegate Financial Management Limited who are authorised and regulated by the Financial Services Authority.
