Clients
Our clients range from those who may simply want a life insurance policy
to those who may require complex investment advice and wealth management.
To this end we operate a number of divisions within the group so as one of
our clients you may be working with either
Lighthouse Financial Advice,
LighthouseCarrwood,
LighthouseWealth
or maybe with one of our independent partners who are supported by
Lighthouse Advisory Services Limited or our Group Employee Benefits division.
Lighthouse Financial Advice
Lighthouse Financial Advice Independent advisers operate nationally throughout the UK. These
IFAs are able to provide regional financial advice to clients in the comfort of their own
home on a one to one basis.
Lighthouse Financial Advice advisers are able to offer help with
Investing for income or growth
Tax Planning – Including inheritance tax
Retirement planning and pensions advice
Life assurance and protecting your family
Releasing Equity from your home
Mortgage advice
LighthouseCarrwood
LighthouseCarrwood provides Independent financial advice in partnership with
accountancy practices and other professional services.
The objective is to provide clients with a holistic approach to financial planning. IFAs
take into account all financial interests a client may have and then develop a
comprehensive financial plan by working closely with a client's accountant and/or solicitor.
LighthouseCarrwood offer personal financial advice as well as corporate financial advice on:
LighthouseCarrwood is continually developing partnerships with UK accountancy
practices and other professional services within the UK and Northern Ireland.
LighthouseWealth
LighthouseWealth focus on Wealth Creation & Wealth Preservation.
At LighthouseWealth we achieve this balance for our clients through our holistic approach
to wealth management.
As independent Wealth Management consultants we offer much more than investment advice – as
one of our High Net Worth clients we will take into account your whole financial situation
in order to develop a complete approach to the management and growth of your wealth for
you, your family and future generations.
Our areas of expertise are found in:
Lighthouse Advisory Services
Lighthouse Advisory Services is a network for Independent Financial Adviser firms. Our support enables
them to spend more quality time servicing their clients.
Group Employee Benefits
This division focusses on the group personal pension and associated protection products market.