Financial peace of mind - make it happen!
Do you, like many people, find dealing with financial decisions daunting? Maybe you know you should be doing something about your finances but don't know who to turn to for advice you can trust. Yet the sooner you take action, the more likely you are to achieve your financial goals.
Talking things through with one of our trusted professional financial advisers could make all the difference and set your mind at ease.
As a member of Usdaw you are entitled to a no obligation, complimentary initial consultation with one of our professional financial advisers. We will explain how you may be able to:
- protect your family’s income, so they have enough money if the worst happens
- save £££s on your mortgage and guide you through the application process
- build up a nest-egg tax-efficiently, for yourself or for your children or grandchildren
- boost your pension provision, so you can enjoy a comfortable retirement
- take your pension and get the best possible income
- pay for long term care
- pass on your wealth to your loved ones in a tax-efficient way
Following the initial consultation if you wish to appoint Lighthouse Financial Advice as your financial adviser we will explain and agree any charges with you before undertaking any work on your behalf.
Coping with the financial impact of Coronavirus
We understand the evolving Coronavirus situation can be unsettling for you. Whilst our main concern will be safeguarding our health and that of our loved ones, we understand many people and businesses will be feeling the financial impact of the situation. We are open for business and here to help with any financial queries you may have whether by phone or online.
Lighthouse Financial Advice is Usdaw's preferred provider of financial advice and we specialise in helping people achieve their financial goals. The advice we provide is practical, easy to understand and specific to you.
Call 08000 85 85 90 or email [email protected] to arrange a complimentary, no obligation appointment now or visit our website here.
The initial consultation is designed to discover whether or not you would benefit from financial advice and there is no obligation on either side to proceed further. Any advice related fees will be clarified with you before any commitment to proceed.
The value of your investments can go down as well as up, so you could get back less than you invested. A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.