News | Lighthouse Financial Planning Ltd

Christmas Opening Hours

Posted on December 1, 2020 by Lisa Bennett

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

Exam Success – Well done Louise!

Posted on June 2, 2020June 2, 2020 by Lisa Bennett

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!

Exam Success – Well done Sarah!

Posted on December 23, 2019June 2, 2020 by Lisa Bennett

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

Christmas Opening Hours

Posted on December 2, 2019 by Lisa Bennett

Everyone at Lighthouse Financial Planning would like to wish all of our clients a very Merry Christmas and a Happy New Year. Please note that our office will be closed from 12.30pm on Tuesday 24th December 2019 and will re-open on

Down Under

Posted on September 4, 2019September 9, 2019 by Lisa Bennett

We are sad to advise that Alyson is leaving us to take some time out to travel around Australia. Alyson’s last working day will be Friday 5th September. We wish her well & thank her for all her hard work

Exam Success

Posted on July 2, 2019July 2, 2019 by Lisa Bennett

Congratulations to Sarah Kitchen, our Office Manager and Paraplanner on recently passing the Pensions and Retirement Planning exam (R04). This is a great achievement and we are extremely proud, Well Done Sarah.

Exam Success

Posted on December 13, 2018 by Lisa Bennett

We would like to congratulate our Office Manager and Paraplanner, Sarah Kitchen! Sarah passed her RO5 exam yesterday on Financial Protection. Sarah is always increasing her knowledge within the industry and gaining further qualifications to achieve the Diploma in Financial

Louise Smith joins Lighthouse Financial Planning

Posted on December 1, 2018December 13, 2018 by Lisa Bennett

We are delighted to announce that Louise Smith has joined the Lighthouse Financial Planning team as Research Consultant/Paraplanner. Louise has worked in the Financial Planning industry for 16 years and 12 of these have been as an adviser. Louise’s role

Easter Opening Hours

Posted on March 29, 2018September 26, 2018 by Lisa Bennett

Everyone at Lighthouse Financial Planning would like to wish all of our clients a very Happy Easter – enjoy the long bank holiday weekend. Please note our office will be closed from 5pm on Thursday 29th March and will re-open

Are you eligible for a Tax Rebate of up to £662?

Posted on December 21, 2017September 25, 2018 by Jeremy Fisher

Did you realise that if you are a non-tax payer & your partner pays tax at the basic rate limit you could transfer 10% of your personal tax allowance to them & get them a further £230 tax free income