Lighthouse Financial Advice

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Lighthouse Financial Advice

Your Benefits

Lighthouse Financial Advice logo Boundless Approved

Your Benefits

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) and ask you about your circumstances and objectives to establish whether you could benefit from advice on issues such as:

  • Building up a nest egg tax efficiently, for yourself or for your children or grandchildren
  • Boosting your pension provision, so you will be able to enjoy a comfortable retirement
  • Protecting your family’s income, so they have enough money if the worst happens
  • Taking your pension and getting the best possible income
  • Passing on your wealth to your loved ones in a tax-efficient way

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. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

About Lighthouse

Dealing with financial issues can be daunting, leaving you with many unanswered questions. Lighthouse Financial Advice are here to help you with any financial worries, no matter what your stage in life, and provide you with practical, affordable financial advice specific to you.

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 their advisers to make their money work harder.

They can help you make the most of your money, whatever your circumstances. They 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.

Lighthouse Financial Advice is part of Lighthouse Group plc, a company listed on the Alternative Investment Market (AIM), which provides financial advice to personal and corporate clients through more than 500 specialist advisers located throughout the UK.

Lighthouse Financial Advice advisers benefit from the extensive resources and expertise of Lighthouse Group. This includes investment research and best practice, pension transfer issues, funding long-term care, releasing equity from your home, mortgages and employee benefits. Advisers may therefore call upon their specialist colleagues to advise on issues about which they do not have the required depth of professional knowledge.

Their success is built both on the quality of their advice and on their strong local presence. Between them, the 160 Lighthouse Financial Advice advisers cover all areas of the UK, so they are sure to have an adviser near you. He or she will work with you in the way that suits you best, meeting you at home, at work or at a suitable local venue.

Guides

Saving for your financial future (PDF 479.46 KB) Download

Terms and Conditions

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 is a Trading Style of Lighthouse Financial Advice Ltd which is an appointed representative of Lighthouse Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority.

Lighthouse Financial Advice Limited is a wholly owned subsidiary of Lighthouse Group plc. Registered address: 26 Throgmorton Street, London, EC2N 2AN. Registered in England No. 04795080

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