Home > Clients

Clients

Our clients range from those who may simply want a life insurance policy to those who may require complex investment advice and wealth management.

To this end we operate a number of divisions within the group so as one of our clients you may be working with either LighthouseTemple, LighthouseCarrwood, LighthouseWealth or maybe with one of our independent partners who are supported by LighthouseXpress, FAlcon or FSAS, or our SIPP provider, City Trustees, or our Group Employee Benefits division.

LighthouseTemple

LighthouseTemple Independent Financial Advisers operate nationally throughout the UK. These IFAs are able to provide regional financial advice to clients in the comfort of their own home on a one to one basis.

LighthouseTemple Financial Advisers are able to offer help with

Investing for income or growth
Tax Planning – Including inheritance tax
Retirement planning and pensions advice
Life assurance and protecting your family
Releasing Equity from your home
Mortgage advice

LighthouseCarrwood

LighthouseCarrwood provides Independent financial advice in partnership with accountancy practices and other professional services.

The objective is to provide clients with a holistic approach to financial planning. IFAs take into account all financial interests a client may have and then develop a comprehensive financial plan by working closely with a client's accountant and/or solicitor.

LighthouseCarrwood offer personal financial advice as well as corporate financial advice on:

Wealth Management
Lifestyle Protection
Tax Planning
Mortgage Services
Employee Benefits
SIPPS and SSAS arrangements

LighthouseCarrwood is continually developing partnerships with UK accountancy practices and other professional services within the UK and Northern Ireland.

LighthouseWealth

LighthouseWealth focus on Wealth Creation & Wealth Preservation.

At LighthouseWealth we achieve this balance for our clients through our holistic approach to wealth management.

As independent Wealth Management consultants we offer much more than investment advice – as one of our High Net Worth clients we will take into account your whole financial situation in order to develop a complete approach to the management and growth of your wealth for you, your family and future generations.

Our areas of expertise are found in:

Personal Wealth Management
Corporate Wealth Management

LighthouseXpress

LighthouseXpress is a network for Independent Financial Adviser firms. Our support enables them to spend more quality time servicing their clients.

City Trustees

City Trustees Ltd provide trustee and administration services for Small Self Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP), working in tandem with IFAs, accountancy firms, solicitors and other professional connections.

A SIPP is a Self Invested Personal Pension designed to take full advantage of favourable tax treatments whilst providing you with greater influence over where your money is invested with the services provided by other divisions within the Group.
City Trustees website