Expert financial advice for members of employee organisations
Lighthouse Financial Advice is the preferred financial adviser for members of the major employee organisations and affinity groups listed below. Tens of thousands of people around the UK from different and varied walks of life rely on us for affordable, expert financial advice.
Our advisers, backed by the extensive knowledge, resources and collective experience of Lighthouse Group, one of the largest financial advice companies in the UK, provide members of these organisations with advice on all aspects of financial planning.
Importantly, we have extensive experience in advising on NHS, teachers’ and other public sector pension schemes.
We work with each organisation, at local and national level, in the way that suits them best. However, members generally appreciate being offered one or more of the options below.
Complimentary individual financial planning consultation
As a member of one of the organisations listed below, you are entitled to a complimentary initial consultation with Lighthouse Financial Advice. Your partner may also attend the consultation.
One of our expert financial advisers will ask you about your current circumstances and what you want to achieve. He or she will then review your finances based on this information and recommend actions tailored to your needs. The adviser will, as required by the rules of the Financial Conduct Authority, have explained how he or she can be remunerated for their advice and you can then decide if and on what basis you wish to proceed.
The meeting can be arranged at a time to suit you. There is no limit on the length of time it lasts and it is without commitment on either side.
You can book an appointment using the link on the right of this page or just click here.
Financial planning seminars
Each year we hold hundreds of seminars on issues ranging from pre-retirement to redundancy and inheritance tax. The seminars, which are generally held in the workplace, have a relaxed, informal atmosphere, putting attendees at ease. Each covers the key aspects of a particular topic members should consider and attendees are given a voucher for a complimentary initial consultation.
We would be happy to look at designing seminars to meet your members’ specific requirements. Please complete a short questionnaire and a member of our team will contact you.
Surgery days, held in the workplace, give members the opportunity to book a 30-minute confidential consultation with a financial adviser. They can discuss any aspect of financial planning that is of particular concern to them, together with other financial issues relevant to their personal circumstances.
Go to the events section to see whether a surgery is scheduled to take place near you. Why not ask us to arrange a surgery day in your workplace?
Lighthouse Financial Advice is the preferred financial adviser for members of: