Advising Accountants & Professional Firms

LighthouseCarrwood is a business of independent financial advisers who work alongside accountants and other professional organisations. Through this collaboration, our LighthouseCarrwood advisers can provide clients a coordinated review of personal and business wealth management needs, delivering financial solutions to clients who can be confident that their own individual financial decisions sit comfortably with their broader business circumstances.

Whether you need immediate advice on a specific issue — for example, how to protect your family or business, how you should receive your pension, or what you should do with an inheritance — or a detailed strategy to achieve your goals, you’ll find that your independent LighthouseCarrwood adviser brings a new, yet rounded perspective to your financial affairs.

The merit of a close relationship with your accountant or solicitor is the multi-sided outlook we’re able to achieve. To illustrate, a LighthouseCarrwood financial adviser can ground your wealth building and financial goals through market-leading solutions while your accountant yields a profound insight into your financial circumstances and potential. In fact, most of our clients are referred to us by their accountants, and many of our advisers are based in accountancy firms.

Irrespective of whether we already work with your accountant, we will, with your permission, contact them to obtain a deeper understanding of your personal and professional circumstances.

After a diligent assessment of your financial circumstances and a fair analysis of the whole of the market, our independent financial advisers will advise and make recommendations tailored to your own financial goals.

Accountancy & Legal Firms

Do you provide a financial advice service?

Clients increasingly expect professional advice which takes into account all aspects of their financial affairs. In reality, however, very few accountancy and legal firms are able to provide a financial advice service. That is why we have been working with a significant  number of accountancy practices and legal firms since 1994. We understand from first-hand experience how professional advisers work with their clients, enabling us to provide that fully integrated wealth management service that so many clients and practices desire.

To align your organisation with us call Mark Dallas on 07899 981607 or email

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Life Insurance

Retirement Planning



Registered in England No. 05626656. LighthouseCarrwood Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority (FCA registration number 195199). LighthouseCarrwood Limited is a wholly owned subsidiary of Lighthouse Group plc.