Independent Financial Planning Service Available to Unison Members
Most people at certain times in their lives need to take stock of their
personal finances. It could be at a time of change, such as buying a house
or having a baby, or it could be because of a life crisis such as redundancy
or bereavement. Preparing for retirement is another key time to review your
financial position.
LighthouseTemple, Independent Financial Adviser, are here to help Unison
members and guide them through the maize of options available to them. They
can help put your mind at rest by providing guidance on important matters
such as:-
- Savings and Investments
- Retirement Planning
- Tax Planning
- Protecting your family
- Inheritance Tax
As Independent Financial Advisers, LighthouseTemple are not tied to any
single provider so they can research the whole of the market to find the most
suitable product for you. You can rest assured that you are getting the right
product for your individual needs.
If you feel you would benefit from a financial review then contact our
client services team on 08000 858590 to be put in contact with the IFA in your
local area or alternatively, you can email us here
LighthouseTemple Limited (trading as LighthouseTemple)
is an appointed representative of LighthouseXpress Limited which is authorised and
regulated by the Financial Services Authority, Registered 195199.