Lighthouse Financial Advice Company Logo

Lighthouse Financial Advice

Visit Website
Show number
Send Message
Visit Website

Lighthouse Financial Advice

Financial Adviser based in Cardiff

Visit Website
  1. Home
  2. Find an adviser
  3. Lighthouse Financial Advice
Office address
9 St Dogmaels Avenue
Llanishen
Cardiff
CF14 5PZ
Our advisers
View Profile
View Profile
Dylan Roberts
North Cardiff
This is not the head office for Lighthouse Financial Advice. To view our head office, click here.
Qualifications & specialities
Confirmed Restricted - By provider
Equity release specialists
Long Term Care specialists
Retirement planning specialists
Advice methods
Face to face
Telephone
Online
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Our preferred clients
£50,000
£50,000
£75,000
About
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
Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Mortgages
Long term care
Equity release
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.