Lighthouse Financial Advice part of Quilter Financial Planning

Restricted - Whole of Market  105 Ye Priory Court, Liverpool, L25 7BG
First meeting at adviser's own cost
Helping you in making smart financial decisions with approachable, engaging advice and guidance.
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 & 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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Scott Portman
Financial Adviser

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

About us

I am DipPFS qualified with the Chartered Insurance Institute and PETR qualified with London Institute of Banking & Finance.

As part of the Quilter Financial Planning Network, I practice in delivering a service, supported by a comprehensive range of financial solutions, which enables my clients to create financial plans that can adapt to their changing needs and circumstances.

Our services

Pensions & Retirement Planning
Pension switching/consolidation
Public & Private sector pension expertise
Savings & Investments
Family Protection
Business Protection
Financial Education Seminars/Webinars

Where to find us
Head office address: 105 Ye Priory Court, Liverpool, L25 7BG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    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 13th September 2021

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