MY name is Nick Hodgetts, I'm an independent financial advisor here in Ipswich. With more than 27 years industry experience, I am well equipped to provide help with financial planning.
I provide truly independent financial advice. I draw on my experience and professional connections with accountants and solicitors, to offer both tried and tested and new and innovative solutions for private and corporate clients.
As an independent financial advisor, I help families provide protection for their bread-winner. You probably insure your home, car and washing machine, so why not your family's bread-winner, or indeed, your children's carer?
I also work with employers and employees, making sure the pensions arrangements they have are up to date and suitable. I offer a fee-free review service for existing personal pensions and company pensions from previous employments.
I can help get the most from savings and investments by ensuring they work as hard for you as you did to accumulate them, using both equity and non stock-market funds as appropriate to your individual attitude to risk.
I can also provide mortgage advice and help retired people use the value in their home to provide tax-free income or lump sums.
I can also help parents and grandparents use life assurance, trusts and investments to reduce their Inheritance Tax liability.
Because I am truly independent, I can draw on products and services from across the whole market place. I conduct careful research that is shown to support my recommendations.
I am able to provide this service on a fee-free basis and happy to meet you at your home, work or at Felaw Maltings, Ipswich, where my office is based.
Lighthouse Platinum Wealth Management Ltd, in Ipswich is an appointed representative of Lighthouse Xpress Limited which is authorised and regulated by the Financial Services Authority. The FSA does not regulate all the products and services offered by Lighthouse Platinum Wealth Management Ltd.
Our fee-free financial service covers:-
- Investments - ISA, PEP Transfers, Unit Trusts, Bonds, offshore, VCTs
- Mortgage advice - residential, commercial and lifetime mortgages (fees may apply)
- Stakeholder pensions - for individuals and companies
- Family protection - life and critical illness cover
- Income protection - sick pay for employed and self-employed
- School and university fees planning
- Inheritance tax planning
- Business protection - key man, partnerships and directors
- Employee and director benefits - group life, pension and health plans
At Lighthouse Platinum Wealth Management Ltd, here in Ipswich, we provide a complete financial package
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Experience is key to our financial advice
Truly independent financial advisors
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For the best independent financial advice in Ipswich, contact us on the numbers here on the Best of Ipswich
When you call Lighthouse Platinum Wealth Management Ltd., tell them you saw their feature here on the Best of Ipswich