Looking for a better return than leaving your money in the bank?

Managing your investments is always easier with the benefit of expert advice.

I aim to provide an appropriate solution for you to meet your needs and to ensure they stay on track by reviewing your investments on an ongoing basis.  The provision of this service is to add an additional safeguard, ensuring the solution is well managed and remains relevant to your objectives.

By gaining a clear understanding of what you want to achieve and by when, I will work with you to bring your investment goals to fruition.

If you are considering investing or already have investments which need reviewed, I can ensure that they are still suitable for your needs.

I provide investment advice based in Carlisle, Cumbria however I also have clients in Dumfries and Northumbria. If you live further afield then you can still benefit from my services and depending on your requirements this could be face to face, telehone or internet based.

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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Call us on 016973 25852 or 07946 438807


Landline Monday to Friday 9:00AM to 5:00PM ( mobile 8:00AM to 8:00PM )

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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