Clear ConciseFinancial Advice
Lighthouse Platinum Wealth Management Ltd
Appointing a financial adviser is an important decision, and for many people is the first step towards securing their financial future. Founded in 2001, Lighthouse Platinum Wealth Management Ltd is a family-owned business based in Ipswich, Suffolk, striving for long-term client relationships based on providing the best concise financial advice. As an Independent Financial Adviser, our recommendations draw from the whole of the market, and we are committed to treating our clients fairly, honestly and with integrity.
The importance of Financial Planning
Financial planning helps individuals firms and trustees achieve their financial goals. Whatever your life-stage, our clear and concise approach helps you plan, prioritise and track progress. People’s plans can change, so flexibility is also a key factor.
What we Offer
What we can do for you
- Protection Policies: Life Assurance, Critical Illness Cover, Income Protection, Group Cover
- Retirement: Personal Pensions and SIPPS, Workplace Pensions for indivuals and firms
- Investment and Regular Savings: for Growth, Income and Tax Efficiency
- Mortgages: Residential, and Commercial
- Equity Release: Lifetime Mortgages for those aged over 55
- Inheritance Tax Mitigation
- Care Fees Planning
Contact us now for clear concise Financial Advice
We take your Privacy Seriously. Personal information submitted to us with this form will be treated in accordance with the Data Protection Act 2018 and General Data Protection Regulations ‘GDPR’. By submitting this enquiry form, you expressly consent to be contacted without prior notice or arrangement by using the contact details you have provided on the form. For further information on how we treat your personal information, please view our Privacy Policy
Lighthouse Platinum Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. Lighthouse Platinum Wealth Management Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 214128.
Registered Address: 4 Constable Court, The Street, Belstead, Ipswich IP8 3LY. Registered in England & Wales, No: 04235587.
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.