Services We OfferFinancial Adviser Kingston Upon Thames - Liz Wright of Lighthouse Financial Advice
Financial Adviser Kingston, Greater London – Liz Wright DipPFS, Certs CII(MP & ER)
Your first meeting is complimentary!
Our first meeting complimentary!
Free pension health check - are you on target to retire when you want to?
Free financial health check.
Free investment health check.
Services I Offer…
Pension transfers (including Final Salary schemes) & retirement planning & reviews (pre and post retirement)
Liz has come across many clients who unfortunately, have had products that did not match their tolerance to risk. It is vital that you understand how your assets are investment.
Occupational pension transfer advice which includes defined benefit transfers
Investment planning advice
Tax and trust planning
Assist you to minimise the tax you pay and retain the wealth in your pocket.
Protection personal and business to include income protection, critical illness, whole of life, term assurance
How to plan for Inheritance tax