Jeremy started his financial services career in 1986 joining Imperial Life in Manchester where he was a Life Underwriter. Within the first year Jeremy progressed through Imperial Life’s Career Training Course and later joined the firm’s Management streaming course.
Since then Jeremy has worked as an Independent Financial Adviser at two local firms. He holds the Diploma in Financial Planning through CII and Chartered MCSI through CISI. Jeremy has attained the qualification in AF3 pension planning.
In 2017, with his partner, Lisa Bennett, Jeremy set up Lighthouse Financial Planning. In all his roles Jeremy’s one single goal has always been “to provide a first-class service to my clients making them the heart of everything I do”.

Lisa has a BA hons in Economics and German from Keele University. Lisa started her career in Financial Services with Aviva in 1999. There she passed her FPC exams and became a Financial Consultant. She then went on to work for two other large IFA practices before setting up Lighthouse Financial Planning with Jeremy. Lisa holds the Diploma in Financial Planning through CII and Chartered MCSI through CISI. Lisa specialises in Investment, taxation and Inheritance Tax planning* and has a wide range of clients including private clients, trustees and business owners.
Lisa enjoys being able to offer clients reassurance and support with their finances, and helping them review their plans to see if they are on track to achieve their goals.

After her A Levels Sarah attended York University and gained a degree in Master of Chemistry. Sarah began her career in Financial Services with HSBC and went onto work for a Financial Adviser practice in Kendal in 2010, working as a Financial Administrator. During her time Sarah gained the award in Financial Administration and passed an exam in Personal Taxation. Sarah joined Lighthouse Financial Planning in October 2017 as Office Manager and has passed the exams necessary to be awarded a Diploma in Regulated Financial Planning.

Katie began her career in Financial Services in 2011 as a Financial Administrator after completing her A Levels at the Lakes School. Since joining the industry, Katie has gained an Apprenticeship in Financial Administration Level 3, the CII Award in Financial Administration and is currently working towards the CII Certificate in Paraplanning.
Katie joined Lighthouse Financial Planning in November 2017.

Louise started her career with Scottish Provident in 1997. Whilst there Louise achieved the full Financial Planning Certificate and then went on to join an independent financial adviser firm where she worked for 16 years, 12 of these as an adviser. During this time, she completed the Diploma in Financial Planning, Certificate in Mortgage Advice Practice, Investment Management Certificate, Principles of Financial Planning qualifications and CISI Level 6 Certificate in Advanced Financial Planning.  Louise joined Lighthouse Financial Planning in November 2018 as Research Consultant/Paraplanner, overseeing the company’s product and investment research. Louise continues to study towards achieving Chartered/Certified status.

Phil began working in financial services in 2002 after a 30 year career as a police officer with Lancashire Constabulary. Initially working for an insurance company in Preston, Phil progressed to a large IFA practice in South Lakes as an adviser where he achieved the Diploma in Financial Planning and Chartered MCSI. Phil joined Lighthouse Financial Planning in April 2022 as a Paraplanner and Trainer.

Heather began her career in Financial Services in October 1982, after leaving Ulverston Victoria High School on completion of her O levels. She joined Barclays Bank UK Plc, where she worked for 37 years doing various roles within the Bank, including Cashier, First Cashier, Lending Officer, Student Business Officer, Personal Banker, Foreign Currency Clerk, Office Administration and Operations Specialist amongst other roles. She completed and passed her Level One Banking Exams in 1984. She joined the team here at Lighthouse Financial Planning Ltd in February 2020 as Administration Assistant/ Trainee Paraplanner.

Natalie joined Lighthouse Financial Planning in May 2022 as Administration Assistant/Trainee Paraplanner. Prior to joining us, Natalie worked at Bupa Dental as a receptionist for just under three years. Natalie is highly experienced in both administration and customer service having also worked for Liberata for just under 10 years, achieving an apprenticeship and Level 3 NVQ in Business & Administration.

*Not all Inheritance Tax Planning is regulated by the Financial Conduct Authority