Client Advice

LighthouseTemple financial advisers are able to provide financial advice on a whole range of financial services.

• Pensions and Investments
  Advice for those planning for retirement, approaching retirement or in retirement.

  Investment advice to suit your requirements including ISA / PEP / VCT as well as Tax Planning* including Inheritance Tax.

• Lifestyle Protection
  Protect the lifestyle you and your family have by insuring your income, family and your life.

• Tax Planning *
  Incorporating tax planning into your approach to financial planning.

• Mortgages **
  Full range of mortgage advice for first time buyers to Buy to Let.

• Corporate Advice
  Complete corporate services advice available including Stakeholder pensions and Keyman Insurance.

• Bespoke Pensions
  Advice on Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS) schemes.

The value of investments may go down as well as up and investors may not get back the full amount invested.

Past performance is no guarantee of future returns.

The content of this brochure does not constitute advice. Independent Financial Advice should be sought regarding the suitability of these products.

*The FSA do not regulate taxation
** The FSA do not regulate some mortgages

LighthouseTemple is an appointed representative of LighthouseXpress Limited, which is authorised and regulated by the Financial Services Authority.