Lighthouse Wealth's logo

Helping high net worth individuals create and preserve their wealth

To find out how
you could benefit from Lighthouse Wealth's professional approach to wealth management, including:

  • managing your wealth
  • protecting your lifestyle
  • reducing your tax liability1
  • reviewing your mortgage arrangements

call:020 7065 5617
(Monday - Friday, 9am - 5pm) or email:

enquiries@lighthousewealth.co.uk

Wealth creation & preservation

Lighthouse Wealth is a firm of wealth management consultants specialising in helping high net worth individuals create and preserve their wealth.

We achieve this by taking a comprehensive approach to wealth management. We offer far more than investment advice – although naturally this is an important part of what we do. We take into account your whole financial situation and develop and agree with you a complete approach to the management and growth of your wealth, for you, your family and future generations.

A stable, award-winning company

Lighthouse Wealth is the wealth management division of Lighthouse Group plc, the UK's largest autonomous IFA Wealth Management group.

Lighthouse Group is listed on the Alternative Investment Market (AIM) and provides financial advice to personal and corporate clients through approximately 600 specialist advisers located throughout the UK.

Lighthouse Group has an annual turnover of more than £60 million, is both profitable and financially robust. Importantly, it has an exemplary regulatory record and has won the prestigious Large IFA of the Year Award in 2010, 2011 and again in 2012.

Specialist financial expertise

Lighthouse Wealth advisers benefit from the extensive resources and expertise of Lighthouse Group. This includes investment research and best practice, pension transfer issues, funding long-term care, releasing equity from your home, mortgages and employee benefits. Advisers may therefore call upon their specialist colleagues to advise on issues about which they do not have the required depth of professional knowledge.

Payment options

As professional advisers we charge fees for our services. Our fees vary according to the complexity of your circumstances and objectives, the scope of the work required, the type and number of products we are implementing (eg investments, insurance, mortgages, etc) and the basis on which we are advising you. In addition, they take into account the regulatory responsibility we take for the advice we give you. Your adviser will explain payment options and costs to you in detail at your first consultation and all costs will be agreed with you before carrying out any work.

We also advise on business protection and employee benefits. To find out more click here. Click here to subscribe to Lighthouse Wealth's free newsletter

1 The FCA does not regulate taxation.
2 The FCA does not regulate buy-to-let or commercial mortgages.

Registered in England No. 03970262.

Registered Office: 26 Throgmorton Street, London, EC2N 2AN.

LighthouseWealth Limited is an appointed representative of
Lighthouse Advisory Services Limited which is authorised and
regulated by the Financial Conduct Authority.

LighthouseWealth Limited is a wholly owned subsidiary of Lighthouse Group plc.

© 2012 LighthouseWealth Limited