Investments for Capital Growth

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, I can work with you and, based on your goals, create practical solutions optimised for growth at a speed you prefer. You can expect some of the following wealth building services:

  • 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 professional financial adviser, you can uncover personalised wealth building strategies suited to your specific situation and needs.

The value of your investments can go down as well as up, so you could get back less than you invested. Past performance is no guarantee of future returns. Income taken from an investment could go down as well as up. Inflation will reduce how much your income is worth over the years.

Straightforward Financial Advice ....

Lighthouse Financial Advice provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right time and at the right cost. It's simple!

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Lighthouse Financial Advice is a trading style of Lighthouse Financial Advice Limited, an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.

Lighthouse Advisory Services Limited is a wholly owned subsidiary of Lighthouse Group plc

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