Lighthouse Wealth

Independent Financial Adviser  26 Throgmorton Street, London, EC2N 2AN
First meeting at adviser's own cost
I am an independent financial planner, meeting clients either locally in Essex or London. I am flexible and can hold meetings online at the moment given the restrictions on movement and look forward to meeting you.
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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Investment trusts
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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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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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Travel
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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
Response rating
9.5/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Matthew Birch
IFA

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

About us

I have been a financial professional for over 20 years, more than 10 years as an adviser, including 5 years working and advising families and business owners in Australia. I work closely with my clients to provide tailored, inter-generational financial planning to achieve long-term goals and objectives.

Our services

Amongst other areas, I specifically help clients with pension advice, including final salary/defined benefit schemes, small business advice and also protection so that you and your family are looked after in the event of illness, injury or passing away.

Where to find us
Head office address: 26 Throgmorton Street, London, EC2N 2AN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 26th October 2020

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