s9-2

Savings & Investments

Financial solutions for intelligent investing

Financial growth and independence is founded upon intelligent saving and investment strategies. Proper saving and investment techniques will plant a stable financial footing from which you can expand your financial opportunities and reach new goals. Our Lighthouse savings and investments advisers place these goals at the forefront of our individualised wealth building and structuring approaches. Explore new ways to secure and grow your finances through personal wealth building and structuring advice today.

Questions? Concerns? | Speak to us by phone on 08000 85 85 90

If there’s one true thing in life, it is that money will come and go. Yet without a sound financial plan, sustainably building wealth can become quite complex. Lighthouse will not only direct your wealth building strategies to give you a strong, advantageous foundation, but our advisers can also provide an ongoing service which includes reviewing your investments on a regular basis.

Our experienced Lighthouse advisers will explore suitable strategies to match your expectations:

  • Lighthouse’s financial experts conduct in-depth investment research and analysis, both of your financial situation and the market, to find the ideal investment solution applicable to your needs.
  • We can keep you informed on investment market standards, from multi-asset funds to income funds and portfolios, showcasing the myriad of low-risk, tax-efficient investments available (additional charges may apply).
  • Working with independent industry professionals, we’ll advise a strong investment portfolio based on personalised investment strategies.

Creating a healthy financial portfolio with growth potential is a time-consuming task. With our experienced wealth strategists, we will explore new investment routes from financial growth to regular income withdrawals, targeting your ultimate goals.

Not everyone has the same financial goals. The idea of affluence depends on where you want to go and the financial security you wish to attain. Working with a personal Lighthouse wealth adviser, you’ll explore financial structuring opportunities based around your goals.

Discover comprehensive financial planning through structured investments:

  • Lighthouse’s wealth strategists create an overview of your financial goals, using your current assets and capital combined with future prospects to make these goals a reality.
  • In addition to structuring your savings and investments plans on a month-to-month (or even annual) basis, our advisers can help you broaden your investment portfolios to protect against unforeseeable circumstances.
  • Using insider knowledge of market standards, we detail accurate future prospects for practical wealth structuring.

Financial markets continually evolve. One of Lighthouse’s objectives is to create a wealth structuring scheme that minimises impact due to fluctuations in the market, optimising your finances so that you can reach your goals quicker and with greater ease.

Smart investing means pursuing maximum returns. Taxes, however, serve as the chief barrier to  an efficient and highly attractive investment return. As such, taxes can elongate the financial timescale needed to meet your goals. From decades of financial advising throughout the UK, Lighthouse has polished its tax-efficient saving and investment strategies, helping you to build and structure your wealth upon intelligent investments with maximum returns.

Our experienced financial advisers help you reach your goals in the most efficient way possible:

  • Lighthouse advisers find investments ideal for your unique situation, maximising the benefits from taxable, tax-deferred and tax-exempt investments while mitigating potential risks.
  • Our advisers guide you through the UK income tax brackets, ideal for tax-efficient investing.
  • At the same time, we’ll diversify your investments and assets to help keep you out of the higher tax brackets, while helping you choose saving strategies to minimise tax burdens (such as capitals gains tax).

Let our Lighthouse advisers clear a financial pathway so that it’s unhindered by tax inefficiencies. Our experts strive to reach the apex between the benefit of your investments and the efficiency of the taxes imposed upon those investments.

As a business owner, every investment and saving decision you make will have profound impacts on the value and longevity of your venture. Already you’ve devoted years of your life to establish a business, and your personal Lighthouse adviser wants to help your business grow through efficient and highly beneficial investment solutions.

From pensions and employee benefit schemes to protecting your business’s wealth, our business wealth advisers will uncover protections for key employees, shareholders, and loans. We will explore new ways to safeguard the value and integrity of your business’s operations.

Furthermore, through market analysis of your industry, our advisers can counsel you on best practices for building auto-enrolment and pension schemes for employees, ensuring maximum employee satisfaction in the most cost-effective manner for the business.

As your business grows, intelligent savings and investments become all the more important to wealth maintenance, growth, and longevity. Our Lighthouse experts want to guide you along every step of the way, from the shaky first steps to complete financial independence.

Equity Release

Speak to us to see instantly how much cash you could unlock from your home.

Luceo Asset Management

Discover high quality investments portfolios, available to everyone.

Due Diligence Researched Solutions

Download the Lighthouse Due Diligence Researched Solutions Document here

Important Information: The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.

Got a Question?

Use the form below and one of our expert advisers will contact you

Why choose Lighthouse ?

20+ Years Experience & Industry Accredited Awards

Practical solutions for financial security and peace of mind

Industry knowledge for smart and safe investing

Lighthouse Group is prepared to work alongside you and develop practical solutions for intelligent investing.

Find out more about Lighthouse