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Wealth Advisory

Advice for individuals who have accrued substantial wealth

How are you making your most meaningful goals a reality? The truth is, whether you’re planning for early retirement, establishing an estate to pass down to future generations, or making the most of your wealth so you can enjoy it while you can, achieving these goals often requires precise wealth management. With the industry-leading advice of a local Lighthouse Group Financial Solutions adviser, we will explore creative solutions to help you build and structure your wealth for your future goals.

Questions? Concerns? | Speak to us by phone on 08000 85 85 90

Building wealth around your financial goals (beyond the new car or overseas travel) often depends on long term strategies to help you make the most of your finances. In most cases, this means employing your current assets through a diversified, tax-efficient investment portfolio designed to maximise returns.

No matter if your wealth is tied up in your business or based on a salary supplemented with regular bonuses, our specialised financial advisers are prepared to work with you and, based on your goals, create practical solutions optimised for growth at a speed you prefer. With a local Lighthouse Group Financial Solutions adviser, you can expect some of the following wealth building services:

  • Your Lighthouse Group Financial Solutions adviser will carefully review the full scope of your finances, working intimately with you to balance your current wealth with a potential timeline and likelihood of future goals.
  • We’ll also aim to develop pension and estate building strategies with the aim of increasing the tax-efficiency of your assets and, consequently, disposable wealth.

Despite the many ways to become wealthy, none are guided by a secure, easy-to-follow solution. However, through the analysis and advice of a Lighthouse Group Financial Solutions financial adviser, you can uncover personalised wealth building strategies suited to your specific situation and needs.

To strengthen your financial security against tax-inefficiencies and unforeseen events, it is important to structure and diversify your wealth across many different channels. Whether for personal or business wealth, our Lighthouse Group Financial Solutions specialists will explore optimised wealth structures for your investment portfolio and other assets.

As such, your personal Lighthouse Group Financial Solutions adviser can help in the following ways:

  • We utilise a broad spectrum of expertise to truly present a comprehensive overview of wealth structuring possibilities. This includes specialist investments, complex taxation issues, overseas and offshore investment markets and the drafting of estates and trusts.
  • Our wealth structuring advisers work closely with industry experts to diligently review any strategies we recommend, giving you a team of financial specialists to provide guidance and support with your future investment and savings strategies.
  • Depending on your current assets and financial holdings, we’ll explore optimised consolidation and/or diversification, ranging from pensions transfers to onshore and offshore tax planning to trust structuring.

Structuring wealth involves a myriad of complex financial decisions in various markets. Yet, through diligent review, research and oversight, a Lighthouse Group Financial Solutions wealth adviser can keep you informed over the efficacy of your wealth structuring strategies.

Wealth is never entirely insulated against the unforeseeable. And despite any number of wealth protection techniques, it is still vulnerable. Our Lighthouse Group Financial Solutions wealth protection specialists offer profound foresight and advice for whatever life throws at you. Working with you to achieve your goals, as they get closer we can look to reduce the risk of your investments to help to reduce the impact of any unforeseen changes in the investment markets.

Looking after your wealth and working with you with the aim of providing financial security for you and your family, our Lighthouse Group Financial Solutions advisers are prepared to take on the most arduous financial challenges:

  • Our in-house team of financial researchers and analysts will thoroughly examine the scope of your current financial investments, assets and trusts. Using specialised knowledge of domestic and international financial markets, we aim to help you better structure your wealth and minimise risk.
  • Working with independent industry experts, your personal Lighthouse Group Financial Solutions adviser can guide you through the process of setting up trusts, choosing beneficiaries for your formidable estate, helping to shield your family’s financial security in case of your death.
  • Your personal Lighthouse Group Financial Solutions wealth adviser will work with you to establish various long-term emergency funds. These funds can be highly useful if you need to pay for long-term care, recover from an unexpected financial market crash or suddenly lose your business, for example.

The wealth you’ve acquired, built and structured all these years is nonetheless susceptible to countless external forces. Fortunately, through the advice and expertise of a Lighthouse Group Financial Solutions wealth adviser, we can help implement industry-leading wealth protection strategies with the goal of minimising the impact of outside forces on your finances.

Even among the highly affluent in the UK, acquiring high-value mortgages, loans and financing remains a convoluted process marred by market insecurities and conservative financing practices employed by some of the biggest lenders. Gone are the days when you could borrow based on a multiplier of your annual income. Instead, you must prove to lenders, through detailed evidence, that you’re able to cover repayments both now and throughout the duration of the high-value loan.

Whether taking a multi-million-pound mortgage on a new home, expanding your business or simply preparing for a major purchase, it is beneficial to employ the assistance of an expert in these matters. Our Lighthouse Group Financial Solutions wealth advisers boast extensive relationships with UK lenders who specialise in high-value mortgages.

Combined with specialised advice and creative solutions toward your financial prospects, your personal Lighthouse Group Financial Solutions adviser can guide you through the application process with the goal of securing the most beneficial mortgage or financing available.

Important Information: The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority. Commercial mortgages, including Business Buy to Let, are not regulated by the Financial Conduct Authority.

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Why choose Lighthouse Group Financial Solutions ?

Many people may not see the need to seek financial advice, but a Lighthouse Group Financial Solutions adviser is prepared to work alongside you and develop personalised solutions to build your wealth via intelligent saving and wealth structuring practices.

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Creative solutions to help build, structure and protect your wealth