Investment Adviser in Derby
If you're thinking of seeking personalised financial advice that is both effective and trustworthy, we are the right company for you. We offer our clients an excellent range of services which includes:
- Investments and Wealth Management
- Ethical Investments and Socially Responsible Investments
- Wealth Creation and Wealth Protection
- Pensions and Retirement Planning
- Inheritance Tax Planning
- Life and Health Insurance
- Comprehensive Financial Planning
- Financial Lifestyle Planning
We offer financial advice tailored to each individual client's needs, and we recognise the need for financial advice that is impartial, concise, and straightforward. We can help you achieve your financial objectives, such as financial security; maximising your wealth; and profiting from your long term investments.
Before giving financial advice and investment advice, Lighthouse Impact Ltd will firstly get to know you so that we can understand you, your situation, and what you want to achieve.
You will then receive personalised financial advice and understand the implications of the financial decisions you must make in pursuing your financial goals.
This will be done by giving you appropriate financial advice and investment advice which will be explained in a simple and straightforward manner along with integrity and confidentiality so that you can trust that this advice represents your best interests.
As a result of following our advice, you will experience increased financial confidence by understanding why certain financial decisions are right for you, rather than just being told what to buy.
We will research suitable financial solutions for you from a wide range of products available in the markets in which we operate. The recommendations will be based on the information you provided at the initial consultation and as agreed with you.
For eample regarding investments, Lighthouse Impact Ltd uses impartial, specialised, sophisticated and dynamic research proceeses to ascertain; review and adapt clients' investment portolios.
This is with the aim of optimising the return of our clients' investments in accordance with changing personal, financial and stock market circumstances.
In order to provide a service which is suitable for our clients, we have chosen to avoid certain product types that we consider are too speculative, and complex for the majority of our clients.
Our perspective - and that of our clients - is to utilise astute, well established financial practices and products (that are ratified by HMRC and other authorities) with the aim of building clients' wealth.
As a result, we have chosen to offer advice which is restricted by product only. Within the product areas that we advise on, our research will comprise a comprehensive and fair analysis of providers in the relevant market.
To discover how our unique philosophy can help you achieve your financial goals please contact us.
You will not be charged for the first hour of the initial visit.
The value of your investments can go down as well as up, so you could get back less than you invested.
Past performance is no guide of future performance,
Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.
The value of your income from your investment can go down as well as up.
When you book an appointment, or express interest in arranging a meeting or request some information from Lighthouse Impact Limited we ask you for certain personal information such as, but not limited to, your name, email address, telephone number, address, occupation, age and gender.
Lighthouse Impact Limited will use the information you provide in this form to send you the information and/or regular email communications you have indicated you would like to receive or to contact you to arrange your appointment,. By completing this form you are choosing to receive such emails, phone calls and postal communications.
Lighthouse Impact Limited may retain your communications in order to process your enquiries, respond to your requests and to improve our services. We will not share or sell personal information about you with third parties or non-affiliated companies except to provide the information, products or services you have requested.
Lighthouse Impact Limited handles all personal information in accordance with the United Kingdom’s Data Protection Act. We maintain strict security standards and procedures in order to prevent unauthorised access to your personal information by anyone, including our staff. Under data protection legislation, you can make a written request for a copy of certain personal records we hold about you. The current fee is £10.00 per request from each individual.
We may provide your personal information to affiliated companies or other trusted businesses or persons acting under a confidentiality agreement for the purpose of processing personal information on our behalf. These parties are required to process such information based on our instructions and in accordance with this policy. They do not have any independent right to share this information.
You are able to opt out of and/or unsubscribe from receiving marketing information from Lighthouse Impact Limited at any time by sending written confirmation by email to: .
Registered in England No. 4661298.
Lighthouse Impact Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.