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!
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
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
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
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.
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
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
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
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