Lighthouse Group plc

Our history and who we are

Lighthouse is a diverse group of financial advisory firms, providing financial solutions tailored to meet clients’ needs, be they individual or corporate. We operate a business model which allows advisers and firms to select whether they want to offer independent or restricted advice and be supported accordingly.

More than just an organisation with an esteemed reputation and a noteworthy customer base, we are profoundly interested in the security of your financial future and helping you make the most of your financial circumstances. Having recently launched Luceo Asset Management, we are committed to delivering expected investment outcomes for customers, within an entirely appropriate investment risk framework. Connect with a local Lighthouse adviser and you will benefit from dealing with someone who is both understanding and knowledgeable, able to assist you to achieve your personal financial goals.

Company History

Timeline of the key stages in the growth of Lighthouse

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Why choose Lighthouse?

Financial security is an aspiration held in high esteem, perhaps more so than wealth. With financial security comes peace of mind, the possibility of charity for our families and others, and the space to do the things we enjoy in life. Yet, wealth is fundamental in this equation. This is why you should choose a Lighthouse financial adviser for your needs, whether personal or for your business. Below you’ll find our core strengths and specific elements why Lighthouse can help you build security, wealth and a positive outlook for the future.

Financial Strength

Personal and corporate financial services is an ever-changing market, characterised by mergers, acquisitions and restructuring, with UK and worldwide financial markets making sharp undulations, indifferent to the daily lives of working individuals. Lighthouse has been delivering financial solutions for many years, evidencing an ability to look after our clients more than effectively, not just during thriving economic climates but also through more difficult times too. Being a listed business on the AIM market means that our financial strength and longevity are there for all to see.

Strong Management Team

Lighthouse wouldn’t be much without our acclaimed management team forerunning our operations. The board of directors and executive management have developed a “team chemistry” over many years in the financial services industry. Likewise, our integrity comes from a hands-on approach. It is this blend that gives Lighthouse a certain edge in our field. When you work with a Lighthouse adviser, you’re guaranteed oversight from executive directors. A shared purpose means you have more than one adviser, and more than one angle, assisting in your success.

Market-leading Business Technology

Specialised financial advisers are fundamental to working with you, developing personalised strategies based on your current financial circumstances and future goals. Yet, it is through the latest processing technologies that Lighthouse is able to strengthen our security and nuance. Based on Intelliflo’s Intelligent Office and integrating Distribution Technology’s Dynamic Planner risk profiling, our processing tech analyses client profiles and links directly to our associated product providers.

Bespoke Product Solutions

Lighthouse has launched its own Pensions Master Trust (LPT) and Life Trust (LLT) to deliver bespoke solutions to the auto enrolment market, along with Luceo Asset Management which is dedicated to the delivery of consistent customer outcomes within an entirely risk appropriate framework for investments.

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