Lighthouse Financial Advice is one of the largest and most active financial advice and planning firms in the UK, trusted by thousands of individuals, businesses, professional bodies, and trade unions.
We are passionate about helping you to make the most of your money. The advice and planning we provide is always clear, straightforward, transparent, and impartial.
Our specialisms include tax-efficient investments, retirement planning, retirement income, wealth preservation, long-term care & estate planning, family & business protection, mortgages, and equity release.
Dylan Roberts, our financial planner & mortgage adviser based in North Cardiff, is an experienced professional with a firm belief in impartial lifetime financial planning which considers the long-term needs and aspirations of the people he works with. Dylan really enjoy helping people make good financial decisions to reach their goals, placing your financial wellbeing at the heart of everything he does.
Services we can advise you on
Regulatory & compliance
The value of pensions and investments can fall as well as rise, and you could get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage. Commercial mortgages, tax planning and most buy to let mortgages are not regulated by the Financial Conduct Authority.
Lighthouse Financial Advice Ltd is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority.
Lighthouse Financial Advice Ltd is registered in England & Wales, company number 04795080. Registered Office: 26 Throgmorton Street, London, EC2N 2AN.
Lighthouse Financial Advice Ltd is proud to be part of Quilter Financial Planning and Quilter plc. Quilter Financial Planning was ranked at No. 1 in FTAdviser’s Top 100 Financial Advisers for 2019.