My name is Robert Casselden and you have reached my website as you are looking for a local Financial Adviser in the Solihull, West Midlands or Warwickshire area. I am an experienced and qualified Professional Financial Adviser and Mortgage Broker with Lighthouse Financial Advice Limited, who are part of the LighthouseGroup. I have achieved a Diploma in Financial Planning from the Chartered Insurance Institute (CII) in order to be fully prepared and compliant with the Retail Distribution Review. I offer a friendly and unbiased financial planning service to all of my clients and aim to continue this throughout my career as a professional Financial Adviser. I provide unbiased financial advice to help plan for various financial milestones including buying a house, marriage, family planning, school / higher education / university fees, changing job, starting a business, moving house, retirement planning, ill health and inheritance.
Who are Lighthouse Financial Advice?
Lighthouse Financial Advice are a national provider of professional Financial Advice. Their locally based advisers are able to provide both personal and corporate advice on an extensive range of financial solutions, including investments, pensions, mortgages, protection and inheritance tax issues.
During the acquisition of the advisory division of Liverpool Victoria May 2007, LighthouseTemple increased their existing 150 experienced advisers nationwide to over 200. Together with other financial advisers within the Lighthouse Group, these advisers provided expert investment advice to thousands of satisfied clients and currently help to manage over £6 billion of assets. From 1 December 2010 LighthouseTemple merged with LighthouseGP to form Lighthouse Financial Advice.
Who are LighthouseGroup?
The Lighthouse Group plc is thought of as one of the UK's leading Financial Advice companies in terms of financial stability, management strength and potential growth. This was demonstrated by winning the "Large IFA of the Year" award at the Financial Adviser Awards for three consecutive years in 2010, 2011 and 2012. Preliminary results for the company up to 31 December 2011 showed recurring revenues now exceed 30% of group revenue. Lighthouse Group has a strong balance sheet with no debt and substantial cash deposits of £11 million. With financial strength becoming a key differentiator in this industry, the Board remains confident of further progress during the remainder of the year and beyond.
In April 2007, they took over the advisory arm of the friendly society Liverpool Victoria, who subsequently branded as LV=. This allowed access for over 5 million LV= customers to market-leading independent financial advice through the Affinity partnership. Lighthouse Financial Advice are the nominated Independent Financial Advisers for the Affinity partnership, which includes UNISON (the public service union), UNITE (formerly Amicus and Transport & General Workers Union who merged in May 2007), Association of School and College Leaders (ASCL), Royal College of Nursing (RCN), Public and Commercial Services Union (PCS) as well as several other key organisations.
The LighthouseGroup, which is the largest autonomous Independent Financial Advice firm and wealth management group in the UK, completed their merger with Sumus on 6 May 2008 to continue their market leading position. Following the merger, The LighthouseGroup now contains various companies including Lighthouse Advisory Services, Lighthouse Financial Advice, LighthouseWealth, LighthouseCarrwood, LighthouseGEB and Falcon Group.