We’re not just talking about a new car or a big holiday, but planning a strategy to secure your financial future. We’ve teamed up with Lighthouse Financial Advice to give our members a complimentary webinar on Wealth Management. This will be an introduction to ways that you can build and secure your financial goals.
This webinar will take place on 27 November 2020 at 2pm and will be fully accessible at home on any smart device.
To find out how to book your place, log in using your Boundless membership details.
Wealth management is all about finding ways to grow your assets, create tax-efficient and specialist investments, strengthen your financial security for unforeseen events and more. The webinar, presented by a fully trained financial adviser, will explore:
- Building wealth to achieve your financial goals – for example, developing estate building strategies that aim to maximise the tax efficiency of your assets.
- Strengthening your financial security – how Lighthouse can help you better structure your wealth.
- Protecting your finance – how to provide financial security, such as protecting your family’s inheritance.
Boundless members are entitled to a no-obligation, complimentary financial consultation worth £150, and independent mortgage advice at preferential rates.
To find out more, please click the button below.Find out more
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.
Lighthouse Financial Advice 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 400 specialist advisers located throughout the UK.