Matthew Thomas

Financial Planning Consultant @Lighthouse Group Financial Solutions

Chelmsford, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2012 — Present

Financial Planning Consultant @Lighthouse Group Financial Solutions

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Financial Planning Consultant with over 12 years experience in the Financial Services Industry. Fully qualified to Diploma standard (DipPFS). I specialise in advising clients on Investments, Protection, both personal and business, Retirement Planning, pre and post retirement, Mortgages, Inheritance Tax Planning, Trust Planning. I offer friendly, professional, tailored advice. Beyond the initial advice process, I offer a range of on-going servicing packages to suit all clients, with the aim of building strong, sustainable client relationships moving forward.Lighthouse Financial Advice Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.

SKILLS

InvestmentsWealth ManagementInvestment AdvisoryIncome ProtectionPortfolio ManagementFinancial ServicesPensionsHigh Net Worth IndividualsRetirementStrategic Financial PlanningSavingsRetirement PlanningFinancial AdvisoryProtectionWealth Management ServicesInheritance Tax PlanningWealthFinancial PlanningMortgage LendingCritical Illness

ABOUT MATTHEW THOMAS

Financial Planning Consultant at Lighthouse Financial Advice

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Matthew Thomas — Financial Planning Consultant at Lighthouse Group Financial Solutions in Chelmsford, GB | Unifers