Lighthouse Financial Advice

Restricted - Whole of Market  8 Wilkinson Fold, West Yorkshire, Uk, BD12 8JL
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FCA authorised
Last authorised 1st March 2021
Complimentary Initial Financial Review - We pride ourselves in offering Professional Financial Advice and Independent Mortgage advice
We can advise you on
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Annuity purchase
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Auto enrolment
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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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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Marcus Ellis DipFa
Financial Adviser
MR Philip Rudd BSc (hons)
Financial Adviser
About us

Lighthouse Financial Advice. We are based in Wyke, Bradford 12

We currently have 2 financial advisers and 1 independant mortgage adviser with a collective of over 70 years experience in working in Financial Services. We offer a personal service to our clients in either their home, work or at our offices.

We offer a full financial planning approach offering expertise in Pensions, Investments, Long Term Care planning, Savings, mortgages and Protection.

We offer a Free no obligation initial meeting with options on how to pay for further meetings.

Our services

As members of Lighthouse Financial Advice we can benefit from the skills and expertise of a National firm but as a local practice we offer local businesses and individuals access to quality professional financial advice.
We offer a free initial consultation with no obligation to all our new potential clients so you can get to know and trust us first before you decide to appoint us as your financial planning consultants

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

8 Wilkinson Fold, Wyke, Bradford, West Yorkshire, Uk, BD12 8JL

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