Savings & Investments

There are a range of investment vehicles available to you. These include Stocks & Shares ISAs, Collectives, and Onshore & Offshore Investment Bonds. The traditional assets to hold within them include equities/shares, fixed interest (gilts & corporate bonds) & commercial property.

Lighthouse Financial Advice Limited have researched the market and providers on your behalf, and work from a restricted panel of companies whom they believe will best meet a client's needs. This also avoids higher risk areas of investment.

What is most suitable for you will depend on your investment term, overall goals, risk profile & tax status. All recommendations are designed with tax efficiency in mind, plus the right balance of growth and/or income.

My clients' typical reasons to invest include –

The value of your investments can go down as well as up, so you could get back less than you invested. Tax advice which contains no investment element is not regulated by the FCA.