Lighthouse Financial Advice

How Lighthouse Financial Advice can help GMB members?

Lighthouse Financial Advice is one of the largest providers of expert financial advice in the UK.  We are the preferred financial advisers for the GMB Union, with over 200 fully qualified advisers throughout the UK who are committed to providing all clients with the same standard of excellent, professional service.

How the service works for GMB members:

Individual Appointments

Members of GMB are entitled to an individual meeting which will usually take place in the comfort of their own home.  There is no time limit on the duration of the meeting and it is without charge and commitment on either side.  The adviser will be able to provide guidance and support on financial matters such as:

• Retirement planning
• Investing for income and growth
• Protecting your family
• Pension advice
• Redundancy

Surgery Days

Lighthouse Financial Advice are able to organise surgery days for your members that give them an opportunity to have a 30 minute consultation with a financial adviser.  Surgeries are normally held at the place of work.

Seminars

Lighthouse Financial Advice is able to run themed seminars on financial subjects such as pre-retirement, redundancy and inheritance tax.  The seminars cover generic financial planning information on the key aspects members would need to consider.  Both seminars and surgeries are complimentary to Union members, with the exception of Pension changes/transfers - this work may incur a fee, which we would be happy to discuss with you in further detail if required.

Lighthouse Financial Advice Leaflet.pdf

If you would like to find out more about how we can help you and your members, please contact: John Duffy - 07535 991722 - .(JavaScript must be enabled to view this email address)


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 is a wholly-owned subsidiary of Lighthouse Group plc.