
Financial Planning
Life is not a rehearsal, we only get one go at it so our role is to help you get the most out of it. We do this by working with you to understand what you want to achieve in life and then put in place the financial building blocks to enable you to achieve your goals.
READ MORERetirement Planning
Retirement is one of the biggest life changes you will face so it is vital that you prepare for it properly. This guide will help you review your own retirement journey and help you prepare for your meeting with your financial adviser.
READ MOREBusiness Planning
From our experience, many owners are concerned about growing their business, being more efficient, becoming more profitable, retaining and attracting key staff and clients as well as ensuring new and existing clients are offered the most appropriate services and products. As business owners this leaves very little time to think about the wider financials of our businesses and even our own personal finances. We don’t have a magic wand, but what we do have is the experience to help you plan…financially.
READ MOREInvestment Ethos
Our job as financial planners is not to guarantee future returns or try and second guess which investments will perform best – after all, we don’t have a crystal ball. Our job is to use our knowledge, skill and experience to maximise the chances of you achieving your aims and objectives.
READ MOREOUR TEAM
Meet the Lighthouse Financial Planning team

Jeremy Fisher
Director / Financial Planner
Lisa Bennett
Director / Financial Planner
Sarah Kitchen
Office Manager / Paraplanner
Katie Johnson
Paraplanner
Louise Smith
Research Consultant / ParaplannerLATEST NEWS
Right from our blog

Christmas Opening Hours
All the staff at Lighthouse Financial Planning would like to wish our clients a very Merry Christmas and a Happy New Year. Please note that our office will be closed from 12.30pm on Thursday 24th December 2020 and will
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Exam Success – Well done Louise!
We are delighted to announce that our Research Consultant, Louise Smith has passed her CISI Level 6 Certificate in Advanced Financial Planning. This is a tremendous achievement by Louise. Well done Louise!
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Exam Success – Well done Sarah!
We would like to congratulate our Office Manager and Paraplanner, Sarah Kitchen! Sarah has now passed her RO1 exam on Financial services, regulation and ethics. Sarah is always increasing her knowledge within the industry and now just has one more
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