.Lighthouse Financial Advice Limited.

Independent Financial Adviser 10 West Street, Shropshire, Oswestry, SY11 2BS

First meeting at adviser's own cost

Response rating

7.0/10

8th October 2018

Uk's most trusted national company offering award-winning face to face financial advice

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Healthcare
- Large business
- Life insurance
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Equity release
- Remortgage
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Paul Humphreys

Financial Consultant

Qualifications & Accreditations Hide qualifications

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

CeLTCI - Certificate in Long-Term Care Insurance (LIBF)

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

Where to find us

10 West Street, Shropshire, Oswestry, SY11 2BS

About us

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.

Our services

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.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Healthcare
- Large business
- Life insurance
Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Mortgages
- Equity release
- Remortgage
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Contact options

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