Boundless members are entitled to a no-obligation, complimentary financial consultation worth £150, during which a qualified professional adviser will visit you at home or work (or phone you), ask you about your circumstances and objectives to explain whether you could benefit from advice on issues such as:
- paying for long-term care
- your pension and how to enjoy a comfortable retirement
- Passing on your wealth to your loved ones in a tax-efficient way
- Protecting your family’s income, so they have enough money if the worst happens
- Building up a nest-egg tax-efficiently, for yourself or for your children or grandchildren
- understanding the different types of mortgages available
- how to be the perfect mortgage applicant (or the best you can be)
- equity release
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Independent mortgage advice at preferential rates
Your mortgage is likely to be your biggest financial commitment and your home may well become your biggest financial asset. It therefore pays (quite literally) to get it right. Boundless members have access to independent mortgage advice for a preferential fee from Lighthouse’s specialist mortgage advisers. Our job is to find you the right mortgage whatever your situation:
- moving home
- first-time buyers
- raising capital
- right to buy
- buying a second home.
Our independent mortgage specialists will explain the various types of mortgages and recommend the most appropriate for your circumstances. They will then search the market to find a suitable deal for you and guide you through the application process, ensuring that you secure the mortgage you need at a competitive rate. Importantly, we will also recommend ways of protecting your mortgage payments against the unexpected.
Lighthouse is offering this service to Boundless members at the preferential rate of £249 per mortgage, payable when you have received a suitable mortgage offer. This fee may be offset against our fee for any additional advice about insurance and protection policies that you take out through Lighthouse when taking out your mortgage. You are also likely to have other costs to pay, for instance legal and lender fees.
Financial peace of mind - make it happen!
Doing nothing is why many people struggle to make ends meet. Granted, dealing with financial issues can be daunting. For instance, do you know if your pension will give you enough income when you retire? Or whether you could afford to retire early? Or if your savings could be more tax-efficient? Or how you could help your children or grandchildren financially? But these things have to be faced. And talking them through face-to-face with a professional financial adviser will put your mind at ease.
Lighthouse Financial Advice can help you whatever your financial worries, no matter what your stage in life. We provide practical, affordable financial advice. This advice is specific to you and could improve your financial situation.
Lighthouse Financial Advice is one of the largest providers of expert financial advice in the UK. Tens of thousands of people around the country rely on our advisers to make their money work harder.
We can help you make the most of your money whatever your circumstances. We look at your current overall financial position, talk to you about what you would like to achieve, listen to your concerns and then make recommendations that match your lifestyle and aspirations. You can then relax in the knowledge that your finances are organised in a way that suits you.
Advisers benefit from the extensive resources and expertise of Lighthouse Group. This includes investment research and best practice, pension issues, funding long-term care, releasing equity from your home, mortgages and employee benefits.
Our success is built both on the quality of our advice and on our strong local presence. Between them, Lighthouse Financial Advice advisers cover most areas of the UK, so there should be an adviser near you. He or she will work with you in the way that suits you best, meeting you at home, at work, at a suitable local venue or will contact you by phone.
The value of your investments can go down as well as up, so you could get back less than you invested. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.
Lighthouse Financial Advice Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority. Lighthouse Financial Advice Limited and Lighthouse Advisory Services Limited are wholly-owned subsidiaries of Lighthouse Group plc. which is part of the Quilter Group of companies.
Lighthouse Financial Advice Limited is registered in England and Wales No 04795080.
Registered Office: 26 Throgmorton Street, London, EC2N 2AN.