Lighthouse Financial Advice

Professional financial advice and seminars

Financial peace of mind – make it happen!
You work hard for your money but is your money working hard for you? The truth is that you need to take personal responsibility for securing your financial future.

While saving for retirement should be a priority, remember that the money you earn and accumulate is what gives you and your family the freedom to live your lives the way you wish, now and in the future.

Maybe you want to pay for a family celebration in five years’ time or would like to be financially independent by the age of 60. Perhaps you want to enjoy your wealth now while you can, or is your ambition to pass on as much as possible to future generations?

Even if your finances are stretched at the moment, for instance to meet the needs of a growing family, you may be surprised how, with a little thought, patience and planning, you can turn some of your dreams to reality, whatever your circumstances and stage in life.

Complimentary financial check-up
The best way of taking control of your finances is to consult one of our professional financial advisers and for members of ASCL this is complimentary, with no obligation to proceed.

The adviser will ask you about your income, expenditure and other personal circumstances, and your goals and objectives, and explain how you may be able to organise your finances to increase your chance of achieving them. You can then decide whether to ask them for specific advice and recommendations, for which we charge a fee.

The adviser can explain how you may be able to:
  •     protect your family’s income, so they have enough money if the worst happens
  •  
  •     help you save £££s on your mortgage and guide you through the application process
  •  
  •     build up a nest-egg tax-efficiently, for yourself or for your children or grandchildren
  •  
  •     boost your pension provision, so you will be able to enjoy a comfortable retirement
  •  
  •     take your pension and get the best possible income
  •  
  •     pay for long-term care
  •  
  •     pass on your wealth to your loved ones in a tax-efficient way.

Call 08000 85 85 90 or email appointments@lighthousefa.co.uk to arrange a complimentary, no obligation, appointment with one of our professional financial advisers.

Thinking about accessing an additional pension? Talk to us before you do anything
If you have your Teachers’ or Local Government pension and don’t make additional voluntary contributions (AVCs), or have pensions, including from previous employers, that are not based on defined contributions you are unlikely to be affected by the rules about accessing your pension. But if you have a personal pension, group personal pensions from previous employers not based on final salary, stakeholder pensions or AVCs you are affected.

Download our factsheet about securing your retirement income

The government is offering free guidance to help you understand your options. However this won’t provide you with comprehensive advice that takes into account your particular situation and needs. For that you should talk to us, ASCL Premier Partner, Lighthouse Financial Advice. The advice and recommendations we provide are specific to you.

Call 08000 85 85 90 or email appointments@lighthousefa.co.uk to arrange a complimentary, no obligation, appointment with one of our professional financial advisers.

Seminars for your staff on topical financial planning issues
We organise seminars in schools, academies and colleges on a wide range of financial planning topics. The seminars, which are free of charge, have a relaxed, informal atmosphere. Topics can include the consequences of changes to Teachers’ and Local Government pension schemes, highlighting any action your staff could consider taking or other financial planning issues.

Alternatively, we can run a surgery, where members book 30-minute, individual, confidential consultations with one of our experienced financial advisers.

To discuss holding a seminar or surgery in your school or college please email events@lighthousefa.co.uk

To find out more about how we can help you go to the section of our website dedicated to ASCL members.

@talk2lighthouse

The value of your investments can go down as well as up, so you could get back less than you invested. A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.

Lighthouse Financial Advice is a trading style of Lighthouse Financial Advice Limited. Registered in England No. 04795080. Registered Office: 26 Throgmorton Street, London, EC2N 2AN. 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 plc.

Related Pages

GL Assessment

Data Evaluation, Surveys and Assessment
  • Premier Partner

Passageways

OnBoard | board meeting solution
  • Premier Partner

Benefits from our partners

  • Premier Partner
  • Preferred Supplier
  • Additional Benefits
  • Benefits