Expert financial advice for CSMA Club members

CSMA Club members

Expert financial advice for
CSMA Club members

As an approved partner of CSMA Club, we have been providing financial advice to members since 2007.

We can guide you through those times in life when you need to address financial issues – be it looking to buy a property, starting a family, saving for your future or planning for retirement we are here to help. Importantly, we can help you understand how changes in the workplace, amendments to civil service pension provisions and reviews to working practices may affect you. After all, in the current economic climate it makes sense to have your finances in order.

Take the next step

To arrange your no obligation
initial consultation
call us now on

08000 85 85 90

Or request an appointment online:

Book an appointment

Complimentary initial consultation
worth £150

As a member of CSMA Club you are entitled to a no obligation initial consultation worth £150* from CSMA Club’s approved partner Lighthouse Financial Advice. One of our qualified advisers will ask you about your circumstances and objectives to establish whether you could benefit from advice. Whatever your stage in life, whatever your priorities and lifestyle, we can help you make the most of your money.

Starting out: taking a few simple steps now can put in place solid foundations for your financial future.
Young family: adjusting the way your finances are organised can help you relax and enjoy these precious years.
Children growing up: this is the time to check that your pension provision is on track and if not, to take action.
Approaching retirement: your priority will be to ensure you will be able to maintain your lifestyle when you retire.
Retired: by securing your finances now you will know you have enough income to enjoy a long retirement.

Download your voucher now.

Helping you make the most of
your money

Our advisers, backed by the extensive knowledge and experience of Lighthouse Group, one of the best-respected financial advice companies in the UK, are able to provide you with advice on all areas of financial planning, including:

insurance and protection: so you and your family don’t suffer financially should the worst happen
pensions and retirement: taking advantage of the options available to you to enjoy a comfortable retirement
savings and investments: putting your spare cash to good use to build and conserve wealth tax-efficiently
mortgages and borrowings: many people pay more than they need to. Are you one of them?

Specialist advice about
civil service pension schemes

As you would expect from the CSMA Club’s approved partner for financial advice, we understand how the civil service pension scheme works, and can explain what provision you already have and how you could supplement this.

Will your pension scheme provide you with adequate income in retirement?
Have you considered other tax-efficient ways of boosting your income in retirement?
Do you have old pension funds, such as AVCs, FSAVCs or private pensions? If so, are they on track to provide the pension you expect?
Can you afford to retire early? What impact would this have on your pension in later life?
Should you take a tax-free lump sum?
Do you need fixed or variable income in retirement?

Get an estimate of your civil service pension.

Financial planning seminars for
CSMA Club members

Would you benefit from attending a seminar on financial issues such as:

planning for retirement
maximising income in retirement
planning for redundancy
income and wealth preservation
savings and investments?

As CSMA Club’s approved partner for financial advice, we are able to run financial planning seminars for CSMA Club members, in a convenient local venue. Alternatively, you may prefer to hold a surgery, where members book 30-minute, individual, confidential consultations with one of our experienced financial advisers.

Contact us to arrange an event in your area.

Discounted
rate for
CSMA Club
members
on an ISA
designed to
produce
income

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Events

Making your money work harder ...

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Regional Contacts

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at a local level

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Lighthouse
Financial Advice

Registered in England No. 04795080.

Registered Office: 26 Throgmorton Street, London, EC2N 2AN.

Lighthouse Financial Advice Limited is an appointed representative of
Lighthouse Advisory Services Limited which is authorised
and regulated by the Financial Services Authority.

Lighthouse Financial Advice Limited is a wholly owned subsidiary of Lighthouse Group plc.

Expert financial advice for CSMA Club members

CSMA Club members