LighthouseWealth

Expert Advice to Help Build, Structure, and Protect Wealth

LighthouseWealth is a firm of highly specialised financial advisers who aim to provide reliable, industry-leading advice to affluent people with complex financial situations. LighthouseWealth operates a hybrid model, advisers having chosen to operate either an independent or restricted model based on the requirements of their clients. Restricted advisers have chosen to be restricted by product not by provider or investment manager.

In helping you achieve your financial goals – whether you’re building your estate, insulating your wealth against unforeseeable circumstances or diversifying your wealth for growth or income and longevity – a LighthouseWealth adviser brings a rounded, experience-backed perspective tailored to help you reach your goals on terms you prefer.

By working with highly affluent men and women throughout the UK, our LighthouseWealth advisers possess an in-depth knowledge of the most pressing financial priorities and constraints. For instance, we’ve developed long-standing relationships with industry professionals, from well-recognised investment portfolio managers to UK lenders who specialise in providing high-value mortgagees. These relationships, combined with Lighthouse’s in-house independent research team, allow our advisers to present clients with suitable wealth management products and grounded advice on the efficacy of potential strategies.

LighthouseWealth also stresses the merit of having a locally based adviser who can work closely with you throughout the duration of your financial needs. Though locally based, our advisers are experienced with national and global strategies that may be suitable for your purposes, such as onshore and offshore tax-planning strategies and structured trusts, for example.

Like all professional advisers, we charge a fee for our service. The exact amount depends on the complexity of your circumstances and objectives. Also, our fees take into account any regulatory responsibility that may be associated with the advice we provide.

For investments, you and your Lighthouse adviser will agree upon a fee that you can pay directly to us or that the investment provider can deduct from your investment. For insurance and mortgages, you can pay by commission or a fee. Your adviser will discuss and conclude fees and payment options with you in advance before carrying out any work on your behalf.

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Registered in England No. 03970262. LighthouseWealth Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority (FCA registration number 195199). LighthouseWealth Limited is a wholly owned subsidiary of Lighthouse Group plc.