The Lighthouse Group is one of the largest and most prestigious and diverse financial advice firms in the Uk.
For more than 20 years I have provided a friendly and professional service to my clients explaining in every day language with no financial jargon. Ensuring that every step of the way you fully understand the advice and recommendations made.
I strongly believe that my role as an adviser is crucial in helping clients to achieve their financial goals. I understand that every individual is unique whether it's ensuring you have enough money in retirement or leaving a legacy for those you love. With careful planning and reviewing regularly I can help you achieve your goals.
Meetings can be arranged to be either face to face in the comfort of your own home or over the phone at your convenience.
I provide a personalised service to personal and business clients on savings , investments, wealth management, retirement planning, inheritance tax planning, trusts.
I also have the required permissions to provide pension transfer advice which includes defined benefit pension.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
I make informed and professional decisions based on my 20 year experience in financial planning.
My sole aim is to work on behalf of the interests of my clients and offer solutions that are appropriate and tax efficient for each individuals goals and objectives.
I can help you make the most of your money whatever your circumstances.
Your home may be repossessed if you do not keep up repayments on your mortgage.
15 Courtlands Avenue, Hampton, Middlesex, TW12 3NS
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