Lighthouse Financial Planning

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Lighthouse Financial Planning
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.

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Retirement 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.

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Business 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.

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Investment 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.

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OUR TEAM

Meet the Lighthouse Financial Planning team

Jeremy Fisher
Jeremy Fisher
Director / Financial Planner
Lisa Bennett
Lisa Bennett
Director / Financial Planner
Sarah Kitchen
Sarah Kitchen
Office Manager / Paraplanner
Katie Johnson
Katie Johnson
Paraplanner
Louise Smith
Louise Smith
Research Consultant / Paraplanner

LATEST NEWS

Right from our blog

Christmas 2020

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 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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