Independent Financial Advice
A qualified, professional financial adviser can guide you through the world of Financial Services and having the right one is extremely important. Roy at Lighthouse Wealth can offer you the following:
- Protecting your family, income or business interests in the event of illness or death.
- Saving towards a particular goal such as educational costs for your children or a lump sum to help them buy their 1st home.
- Relieving the stresses involved with finding a suitable savings and investment solution to save towards a comfortable retirement.
- A plan for a sustainable income for you and your family throughout your retirement years.
Roy is qualified to provide independent advice in Financial Planning including Investment Portfolio Management, Protection planning (both personal and business), Trust Planning (Personal and Corporate), Pension optimisation and Retirement options. He has worked in financial services for 14 years including work in the retail banking sector for a variety of big institutions such as Barclays and HSBC.
Roy also has particular experience in further areas including Long Term Care Planning (CF8 Qualified) and after assessment suitable equity release planning (ER1 Qualified).
If you are looking for excellent service with reasonable pricing, please do not hesitate to contact Roy directly and quote ‘CLEARCAP’.
86-90 Paul Street,