About Lighthouse Financial Advice

We are one of the largest providers of expert financial advice in the UK. Tens of thousands of people around the country rely on our advisers to make their money work harder.

We can help you make the most of your money whatever your circumstances. We 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 the way that suits you.

A stable, award-winning company

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 600 specialist advisers located throughout the UK.

Lighthouse Group, which in 2011 had an annual turnover of more than £60 million, is both profitable and financially robust. Importantly, it has an exemplary regulatory record and won the prestigious Large IFA of the Year Award for three consecutive years – in 2010, 2011 and again in 2012.

Specialist financial expertise

Our 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.

Financial advisers throughout the UK

Our success is built both on the quality of our advice and on our strong local presence. Between them, our 250 advisers cover all areas of the UK, so we 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.

Financial advice at your place of work

In addition to providing expert financial advice to individuals in all walks of life around the UK, we work with major employee organisations and affinity groups, providing financial planning seminars and surgeries in the workplace.

Each year we:

  • run more than 700 workplace seminars and surgeries for members of major employee organisations
  • conduct more than 15,000 personal financial reviews.

Payment options

Our remuneration varies according to the complexity of your circumstances and objectives, the scope of the work required, the type and number of products we implement for you and the basis on which our recommendations are made. For investment business we will agree a fee with you and offer you the choice of whether to pay the fee directly to us or arrange for the product provider to pay us by deducting the amount from your investment. For insurance and mortgage business, you will have the option of paying by commission or a fee. Your adviser will discuss and agree fees and payment options with you in advance, before carrying out any work on your behalf.

 

 

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