Lighthouse Financial Advice Limited

Restricted - Whole of Market  4 Kinveachy Gardens, London, London, SE7 8ED
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FCA authorised
Last authorised 14th June 2021
I make clients' money work harder for them to achieve their goals. Please contact me for an initial no obligation chat about your concerns.
We can advise you on
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Annuity purchase
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Defined benefit
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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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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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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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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 income protection
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Group life insurance
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Long term care
Meet our advisers
MR Rod Smith FPFS, Pension Transfer Specialist
Chartered Financial Planner and Chartered Wealth Manager. Pension Transfer Specialist
About us

Lighthouse is one of the largest providers of expert financial advice in the UK.

I am a Chartered Financial Planner, Chartered Wealth Manager and a Pensions Transfer Specialist able to deal with complex advice issues on defined benefit pension scheme options and transfers.

I help clients achieve their financial freedom in retirement and personal and family goals with personal advice to individuals and business clients. I provide careful longer term planning on savings, investments, wealth management, mortgages, pensions, retirement planning, tax, trusts, insurance, equity release and long term care. I ensure that each client is able to plan effectively and tax efficiently to meet their own objectives. Your business, your family, your wealth or your retirement.

I make informed and impartial professional decisions based on my 30 years' experience and expertise in financial planning. I act in the best interests of my clients. I advise on solutions that are appropriate for each individual's goals and needs.

Our services

I can help you make the most of your money whatever your circumstances. I look at your current overall financial position, talk to you about what you would like to achieve, listen to your concerns. I then make recommendations that match your lifestyle and aspirations. You can have peace of mind that your finances are organised in the way that suits you, your family, your business.
I am a Chartered Financial Planner, Chartered Wealth Manager and Pension Transfer Specialist based in Greenwich, London with 30 years' experience. My sole aim is to work on behalf of the interests of my clients.

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

Lighthouse Financial Advice Limited is a firm of professional financial advisers and an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The FCA firm registration number of Lighthouse Advisory Services Limited is 195199. Lighthouse Financial Advice Limited and Lighthouse Advisory Services Limited, are wholly owned subsidiaries of the Lighthouse Group plc, which is part of the Quilter Group of companies

4 Kinveachy Gardens, London, London, SE7 8ED

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