.Lighthouse Financial Advice Limited.

Restricted - Whole of Market  Seaview Promenade, Maldon, Essex, CM9 5JT
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FCA authorised
Last authorised 13th July 2020
I provide personalised advice to individuals and businesses creating and maintaining wealth in a clear and concise manner.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Long term care
Meet our advisers
Karl Terkelsen
Senior Financial Adviser
About us

Lighthouse is one of the largest providers of expert financial advice in the UK.
As an Adviser I benefit from the extensive resources and expertise of Lighthouse Group including investment research and best practice and access to specialist colleagues.

Lighthouse Group has an excellent regulatory record and is financially robust.

Our services

I act in the best interests of my clients and advise on solutions that are appropriate to each individual's goals and objectives.

As part of my understanding I will look at your overall financial position, and talk to you about what you would like to achieve.

I will explain and confirm our Client and Fee Agreement before services are commenced, and to ensure the highest level of service confirm your budget and priorities
l undertake comprehensive research taking into account your personal situation and present a suitable recommendation to suit your objectives, implementing any plans that are required to achieve your personal objectives.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Seaview Promenade, St Lawrence Bay, Southminster, Essex, CM0 7NE

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