Helen Woods Dip IP - Lighthouse Financial Advice Ltd.

Financial Adviser (Restricted Whole of Market) 58 Salisbury Park, Liverpool, L16 0JT
FCA verified
10th December 2018
Following a free initial consultation, I will work with you to develop the right financial plan for your circumstances.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Helen Woods
Professional Financial Adviser
Where to find us

58 Salisbury Park, Liverpool, L16 0JT

About us

I am a friendly professional financial adviser with over 15 years experience in financial services. Helping people with their finances is my passion, so I strive to provide high quality, well researched and impartial advice, in an easy to understand way, to meet my client’s needs. I ensure my clients understand the key aspects of the financial planning process, and do not feel pressured into making decisions they do not fully understand. Working with Lighthouse Financial Advice, I provide advice on a wide range of financial products.

Lighthouse Financial Advice is authorised and regulated by the Financial Conduct Authority, and is part of Lighthouse Group, an AIM-listed company established over 20 years ago and one of the largest expert financial advice companies in the UK.

I provide restricted financial advice only in that there are some products that Lighthouse considers too high a risk to recommend, but my advice is not restricted in terms of the financial product providers and investment managers that I can recommend.

So, you get the best of both worlds – your own personal financial adviser, plus the robust systems and bargaining power of Lighthouse, to obtain the best that the financial market has to offer.

Our services

Working with Lighthouse, I provide advice to both personal and business clients that will make the most of their money, whatever the situation. I will look at your finances at a convenient time and place for you, discuss what you want to achieve, listen to your concerns and then make recommendations that match your lifestyle and aspirations. You can then relax, in the knowledge that your finances are organised in the way that suits you. My sole aim is to work in the best interests of you and to develop a strong, long lasting and successful relationship.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Lighthouse Financial Advice Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority. Lighthouse Advisory Services Limited is a wholly owned subsidiary of Lighthouse Group plc.

Lighthouse Group plc, Company Registered No: 04042743. Registered in England. Registered Address: 26 Throgmorton Street, London, EC2N 2AN.

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