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 is a wide term that includes everything from saving for retirement and investing wisely to achieving your desired level of income once in retirement to Inheritance Tax 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.

Financial planning plays a crucial role in creating and sustaining financial security. It involves considering current financial circumstances, identifying potential risks and applying often quite straightforward solutions. Our approach begins with a protection review to help individuals and firms protect their loved ones and employees using Life Assurance, Critical Illness Cover and Income Protection. We help clients manage their mortgage and Equity Release arrangements and investment and retirement planning to provide long-term financial stability and peace of mind.

What we Offer

We do not charge for an initial consultation, during which we will clearly describe any fees that would apply should we go forward together.

At Lighthouse Platinum Wealth Management, We provide impartial, personalised advice and recommendations backed-up by ongoing support and service to keep you on track.

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.