Financial Advice
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 Services 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.
CSMA Club is a trading name of Motoring & Leisure Services Ltd. Motoring & Leisure Services Ltd are authorised and regulated by the Financial Services Authority, registered number 308988. 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 independent 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’s qualified advisers provide practical unbiased advice by phone, in your home or even at your place of work on all 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 250 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 independent 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.
FREE investment seminar exclusively for CSMA Club members
Lighthouse provide affordable and expert financial advice to many CSMA Club members already and are now introducing a range of informal seminar events for CSMA Club members to enjoy. Join our Approved Partner for free seminars which will cover:
- Investing for Income and Growth
- How to Beat Inflation
- Tax Efficiency
- Mitigating Care Costs and Estate Preservation
The next event taking place at Cedar Court Hotel in Harrogate on Wednesday 22nd February 2012.
Please see details below.
| Seminar Title | Investing for Income & Growth in Difficult Times |
| Seminar Speaker | Jennifer Storey |
| Venue | Cedar Court Hotel, Park Parade, Harrogate, HG1 5AH |
| Date | Wednesday 22nd February 2012 |
| Start time | 6.30pm for tea/coffee - 7pm start of the seminar |
The event starts with refreshments at 6.30pm and the seminar beginning at 7.00pm, for approximately one hour. If after the seminar you would like the opportunity to speak to a financial adviser on an Individual basis, time slots will also be available for pre-booking prior to the event.
To book your place at either of the Lighthouse Financial Planning seminars, please call Rachel Hammond on 01273 523749 or email rachel.hammond@lighthousegroup.plc.uk.
