Lighthouse Financial Advice
Maybe like many people, you know you should be doing something about your finances but aren’t quite sure where to start. Or perhaps you never have time. Yet the sooner you take action, the more likely you are to achieve your financial goals.
Lighthouse Financial Advice Limited (trading as Lighthouse Financial Advice) is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority, Register No. 195199. Lighthouse Advisory Services Limited is a wholly owned subsidiary of LighthouseGroup plc Registered address: 26 Throgmorton Street, London EC2N 2AN, Registered in England No. 4795080.
Our terms of business can be found here.
*CSMA Club members are entitled to one complimentary initial consultation worth £150 which will take place in your home, place of work or by phone. The consultation will include a discussion about your circumstances and objectives, which will indicate areas where advice may be required. The adviser will explain ways of paying for his or her advice and you can then decide if and on what basis you wish to proceed.
Expert professional financial advice
Lighthouse Financial Advice’s qualified advisers provide practical unbiased advice by phone, in your home or even at your place of work on all main areas of financial planning including:
- Insurance and protection: so you and your family don't suffer financially should the worst happen
- Pensions and retirement: boosting your pension provision and helping you maximise your income in retirement
- Savings and investments: putting your spare cash to good use to build and conserve wealth tax-efficiently, including inheritance tax planning.
Lighthouse Financial Advice is part of Lighthouse Group, one of the most respected financial advice companies in the UK. With over 200 qualified advisers throughout the UK, they are sure to have one in your area.
Complimentary financial check up
As a member of CSMA Club you are entitled to a no obligation, complimentary consultation worth £150*, during which a qualified professional adviser will visit you at home or work (or phone you) and ask you about your circumstances and objectives to establish whether you could benefit from advice on issues such as:
- investing for income & growth
- boosting your pension provision: experts in civil service pensions
- protecting your family’s income
- maximising income in retirement
- inheritance tax planning
- other aspects of financial planning.
Lighthouse Group wins FT Business Large IFA of the Year Award for the third year running
Lighthouse Group is delighted to announce that, at the annual Financial Adviser Life and Pensions Awards luncheon hosted by FT Business, the Group won the Large IFA of the Year Award 2012. This builds on the Group's success having won the same award in both 2010 and 2011.
The Large IFA of the Year Award 2012 was based on a detailed technical submission which was assessed by an independent panel of judges. The citation referred to the continuing high degree of professionalism evidenced in the advice to clients and the leading role Lighthouse was playing in managing change and developing new markets.
Malcolm Streatfield, CEO of Lighthouse Group, commented: "We are delighted to have received this prestigious award, which is sponsored by FT Business, for the third year running. This is a testament to the ongoing hard work undertaken by the Lighthouse team throughout the year. Given the constantly changing regulatory landscape of our industry we are delighted to have once again achieved this recognition.”