.Lighthouse Financial Advice Limited.

Restricted - Whole of Market  Seaview Promenade, Southminster, Essex, CM0 7NE
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FCA authorised
Last authorised 1st March 2021
I provide personalised advice to individuals and their family members 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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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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Savings for children
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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 DipPFS
Senior Financial Adviser
About us

Lighthouse Financial Advice is one of the UK's leading financial advice firms and specialises in providing the highest standards of financial planning to clients.
As an Adviser of over 20 years experience, I benefit from the extensive resources and expertise of Lighthouse Financial Advice including investment research and best practice and access to specialist colleagues.


Lighthouse Financial Advice is part of Quilter Financial Planning, which is established as one of the leading distributors of financial advice services in the UK and has a strong record of delivering great customer outcomes.

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
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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