LighthouseGroupLighthouseGroup


Our IFA Divisions

The core function of LighthouseGroup is to enable IFAs to work in a way which suits them. Some IFAs prefer to run their own business, some desire the self employed route, and some IFAs prefer to work in an employed environment. No matter what route an IFA and Wealth Management takes LighthouseGroup has a division that will provide the support required.

LighthouseGroup possesses the following IFA and Wealth Management focussed divisions.

LighthouseTemple  

– Self employed IFAs

 
LighthouseCarrwood  

– Employed IFAs

 
LighthouseXpress  

– Networked IFAs

 
LighthouseWealth  

– Self employed IFAs

 
Falcon  

- Self employed and Networked IFAs

 
FSAS  

– Networked IFAs

 

LighthouseTemple

Whilst being a self employed IFA enables you to manage your workload around your life, you may find the strain of marketing your services and attracting clients, as well as undertaking your own administration and compliance management a little more overwhelming than you anticipated.

LighthouseTemple is an ideal opportunity for IFAs who want to maintain their self employed status whilst operating under a well known brand. We provide a supported environment in a regional team, with management support in addition to a wide range of support services.
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LighthouseCarrwood

You love the dynamic nature of the financial services industry, however, you may desire a little more security than being a self employed IFA can provide.

LighthouseCarrwood offers highly skilled IFAs the chance to work on an employed basis providing financial services to the High Net Worth clients of our Accountancy connections.
IFAs are based in an accountancy practice and essentially become part of the practice team.

However, as an employee of LighthouseCarrwood you would have full access to our support services and a LighthouseCarrwood local area manager to help you integrate with the practice and help guide your career.
more info >

LighthouseXpress

Operating your own business gives you both flexibility and control. However, you may wish to outsource the parts of your business which increase your overheads and limit the amount of time you can spend in front of clients i.e. administration, commissions, compliance.

LighthouseXpress is a network service, ideal for business owners who wish to retain their own business identity whilst enjoying the benefits of being associated with a nationally recognised IFA and Wealth Management Group.
more info >

LighthouseWealth

Dealing with High Net Worth clients is a specialist area and one that requires attention to detail and a high quality of service. LighthouseWealth is a franchise operation working under the Lighthouse brand.

LighthouseWealth provides the opportunity to work from a prestigious London office location with paraplanning and administrative services to provide the support and resources required to offer an exclusive service to your clients.
more info >

Falcon

A Premium Wealth Management National and Network IFA based in Bristol and acquired as part of the Sumus plc merger.
more info >

FSAS

A Scottish based IFA Network acquired as part of the Sumus plc merger.
more info >