Lighthouse Financial Advice - Kate Farmer

Restricted - Whole of Market 19 Church Lane, Bristol, BS36 2SR

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FCA authorised

Last authorised 1st March 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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Pensions & retirement

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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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Mortgages

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Buy my next home

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Equity release

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Financial planning

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Wealth management

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Investments

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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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Savings

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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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Insurance & protection

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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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Tax & trust planning

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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

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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

Telephone
Online (Live chat, video, email)
Face to face

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

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