How will you benefit?

Professional wealth management complements the services traditionally offered by accountants and will add value to your practice. Your LighthouseCarrwood adviser will work closely with you to deliver an integrated service that will benefit both the business and personal aspects of your clients’ financial affairs.

The service should make a noticeable and direct contribution to your profitability, creating a significant new revenue stream at little or no incremental cost to the firm. Providing this additional, integrated service can also help protect your client base and make it easier to attract new clients.

Why work with LighthouseCarrwood?

• We have been working for over ten years exclusively with third party introducers such as accountants and lawyers and currently have agreements in place with over 80 offices.

• We have expertise in all areas of financial advice, including an in-house SIPP provider, a group employee benefits division and investment researchers.

• We are part of Lighthouse Group plc, an AIM listed company that is profitable and financially robust, has an exemplary compliance record and is the largest autonomous IFA and Wealth Management group in the UK.

• We operate a shared revenue model: in 2006 we paid over £1.6 million to introducers.