This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
Lighthouse Financial Advice is one of our largest and most active divisions of professional financial advisers. Our advisers operate across the UK and conduct in-depth, personal financial reviews for individuals and businesses. We aim to help implement wiser financial decisions in areas of saving and investments, insurance, mortgages, protections, amongst others.
I make sure I take the time to understand your needs, goals and preferences before I make any recommendations. This is best done face to face at a location of your convenience. I work from my office in Watford town centre, or alternatively I can travel to your home or place of work.
I have been advising clients for over 12 years and I pride myself in building long term relationships with all my clients and offering clear, easy to understand, financial advice.
I specialise by helping clients in the following areas:
Planning for your retirement and managing your pensions
Making your money work harder through savings and investment planning
Obtaining a mortgage for purchasing a new home or investment property
Arranging protection for you and your family
Inheritance tax planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.