.Lighthouse Financial Advice Limited.
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Equity release
- Next home / Remortgaging
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Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISAs
- Investing for income
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Healthcare
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Long Term Care
- Long term care
10 West Street, Shropshire, Oswestry, SY11 2BS
UK's most respected provider of expert financial advice in the UK. Tens of thousands of people around the country trust us to make their money work harder.
Lighthouse is the preferred financial advisers for Major public employers, NHS, Police, Firefighters,Civil service, Teachers’
Local Government and other public sector pension schemes.
Specific Skills:
Investment and pre-retirement planning
Near and post retirement planning
Transferring final salary pensions
Estate Planning
Inheritance taxation
Mortgages and Equity Release
Personal taxation
Care Fees advice
Paul has:
Experience in core advice areas, as well as specialism in Pensions
Achieved Institute of Financial Services Diploma Level.
Is a member of The Institute of Financial Planning a Holds mortgage, advanced pension transfer, equity release and later life care fee planning specialist licences.
Has a network of specially selected experts to support your advice needs
Worked across all client areas and specialises with – private clients, corporate clients, SME, lawyers.
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