Shabbar Kassam - Lighthouse Financial Advice

Restricted - Whole of Market  UCB House, Watford, Hertfordshire, WD18 0BX
First meeting at adviser's own cost
I enjoy helping clients achieve their financial goals in a friendly and professional manner
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Income protection insurance
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Life insurance
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Estate planning
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Shabbar Kassam

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.

What our clients say
Shabbar of Lighthouse was referred to us to provide advice on our savings and various pension plans. We are very happy with the service and advice we have been given. Shabbar was able to listen to our needs and to make recommendations on investments and pensions and we now have a clear action plan that we understand, something we didn't have before. We have always found Shabbar easy to deal with, pleasant and professional and are happy to recommend him to anyone looking for financial advice.
S Hall, St. Albans
My wife and I first got in contact with Shabbar a few years ago because we were looking ahead a few years to our probable retirement ages and wanted to get a clear picture of what our finances would look like. We wanted advice on what steps we could take to enhance our pension income and how we could use our savings to their best advantage. Shabbar has helped to make this important aspect of our lives go as smoothly as possible. He took time to get to know us and to find out about our plans for the future and our attitudes towards risk with respect to investments. We have appreciated his very personable manner and professionalism during all of our dealings, whether visiting us in our home, on the phone or via email. Shabbar has clearly explained the various options and recommendations for our finances and put in place all the necessary paperwork to make them a reality.
T Bowen, Horsham
About us

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.

Our services

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

Where to find us
Head office address: UCB House, 3 George Street, Watford, Herts, WD18 0BX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
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Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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