.Lighthouse Financial Advice Limited.
-
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
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.
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.