Achieve your financial goals with a free initial consultation.

As a member of The Rees Foundation, you are entitled to a complimentary, no obligation initial consultation from Lighthouse Financial Advice. One of our qualified advisers will ask you about your circumstances and objectives to establish whether you could benefit from advice. Whatever your stage in life, whatever your priorities and lifestyle, we can help you make the most of your money.

Could you benefit from taking financial advice?

During times of market uncertainty, it’s natural to feel concerned about your money.

Now more than ever, you’re probably asking yourself:

  • Is my money working as hard is it could do?
  • Should I review or change my retirement plans?
  • Have I got the right level of protection for me and my loved ones?
  • Am I paying too much for my mortgage?

Speaking to a financial adviser could help give you the best chance of staying on track with your financial goals. If you don’t have an adviser, get in touch with us today for a FREE initial consultation.

I was very pleased with the service. The adviser was patient, considerate and friendly, and he took a great deal of time and effort to communicate and discuss everything with me. I am most grateful to Lighthouse for the relationship and I look forward to my future appointment.

Client of Lighthouse Financial Advice

Why choose Lighthouse Financial Advice?

  Lighthouse Financial Advice is part of Quilter plc which is a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £100 billion of investments on behalf of over 900,000 customers.

  Our purpose is to help you achieve your financial goals by benefiting from expert financial advice and avoiding the mistakes that unadvised investors often make.

  No obligation – your FREE initial consultation is commitment-free, if you decide you don’t want to hear from us afterwards just let us know.

The value of your investments can go down as well as up, so you could get less than you invested.

Contact us for your FREE initial consultation:

Phone us on 08000 85 85 90 to book a meeting to discuss your financial needs or complete the form below and one of our consultants will call you back.  Based on your needs we’ll match you with the right Lighthouse financial adviser for your FREE initial, no-obligation consultation.

Please note, the data captured in this form will be managed by our client services team in our Brighton office. From there, your request will be passed onto a local financial adviser in our national business.

Financial planning events for Affinity members

Would your members benefit from attending a seminar on financial issues such as:

  • Planning for retirement
  • Income and wealth preservation
  • Savings and investments?

If so, we would be pleased to organise this, free of charge, in your workplace. Alternatively, you may prefer to hold a surgery, where members can book 30-minute, individual, confidential consultation with one of our experienced financial advisers. View forthcoming events.

The value of your income from your investment can go down as well as up.
A pension is a long term investment.
The fund value may fluctuate and go down.
Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.