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  11. Lighthouse Financial Advice - Kate Farmer

Lighthouse Financial Advice - Kate Farmer

Restricted - Whole of Market  19 Church Lane, Bristol, BS36 2SR
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FCA authorised
Last authorised 14th June 2021
I offer financial planning advice to individuals, families and businesses in Bristol, Bath and throughout the South West. I provide a personal face to face service and spend time with my clients to ensure we build a longstanding trusted relationship. I love
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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SIPPs
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Buy my next home
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Equity release
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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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Investment trusts
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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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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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Critical illness
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Healthcare
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Income protection insurance
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Life 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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Long term care
Meet our advisers
Kate Farmer
About us

I love what I do. It is my aim to provide quality financial advice to all, giving you the knowledge to feel confident in your financial future.

Our services

Investments
Pensions
Protection
Estate Planning
Equity Release
Long-term Care

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

19 Church Lane, Coalpit Heath, Bristol, BS36 2SR

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