- No obligation, free financial advice consultation
- Expert financial advice from specialist financial advisers
- Whether you would like the consultation in person or by phone, Lighthouse Financial Advice are happy to work around your preference
During the consultation Lighthouse advisers will ask you about your circumstances and objectives to explain whether you could benefit from advice on issues such as:
- Protecting your family’s income, so they have enough money if the worst happens
- Your pension and how to enjoy a comfortable retirement
- Passing on your wealth to your loved ones in a tax-efficient way
- Building up a nest-egg tax efficiently, for yourself or for your children or grandchildren
Do you know if your pension will give you enough income when you retire? Or whether you could afford to retire early?
Could your savings be more tax efficient?
How can you help your children or grandchildren financially?
These things have to be faced and talking them through face-to-face with a professional financial adviser will put your mind at ease.
Dealing with financial issues can be daunting and doing nothing is why many people struggle to make ends meet.
Lighthouse Financial Advice can help you whatever your financial worries, no matter what your stage in life. They provide practical, affordable financial advice. This advice is specific to you and could improve your financial situation.
Lighthouse Financial Advice are 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. Lighthouse Financial Advice 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 extensive resources and expertise of Lighthouse Group, which is part of the Quilter group of companies. This includes including, investment research and best practice, pension issues, funding long-term care, releasing equity from your home, mortgages and employee benefits.
Their success is built both on the quality of their advice and a 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 contacting 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 Ltd, which is part of the Quilter group of companies. Lighthouse Financial Advice Limited is registered in England and Wales No 04795080. Registered Office: 85 Queen Victoria St, London EC4V 4DP.