Partnering with accountants

Expert, independent wealth management advice

Clients increasingly expect integrated advice on all aspects of their financial affairs, particularly where a considerable amount of wealth is tied up in a business. Ensuring this wealth remains within the family is often a primary concern.

LighthouseCarrwood, part of Lighthouse Group plc, is a firm of independent financial advisers specialising in working with and in accountancy practices to provide wealth management advice to their clients. Our business model ensures that you benefit from this arrangement.

Working with a LighthouseCarrwood independent financial adviser gives you the best of both worlds – you gain an ‘in-house’ wealth management expert with access to extensive know-how and research, without having to deal with recruitment, employment or any of the regulatory requirements and compliance issues.

To find out more about how we many be able to work together to provide your clients with expert, independent wealth management advice, and your practice with additional revenue, call: