10 Chapelwell Wynd, Balmedie, Aberdeenshire, AB23 8HNMake an enquiry
We are one of the largest providers of expert financial advice in the UK. 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. Lighthouse Group, which in 2018 had an annual turnover of more than £53.4 million, is both profitable and financially robust.
Lighthouse Financial Advice are retained by most of the UK's Trade Union's and other affinity groups to advise their combined membership of over 6 million members.
When you come to me you get the best of both worlds: a local adviser who can talk to you one-to-one, backed up by the extensive resources and expertise of the Lighthouse Group. I’ll sit down with you face to face, to discuss your current financial position, listen to your concerns and explore the things you’d like to achieve in life.
My specialist areas include research into existing investment funds, [charges and performance concerns] pension transfer reviews, guaranteed income for life, employee benefits. I also have access to advisers who are qualified to provide advice on mortgages and equity release.
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