Not one for talking?

All of the products and services we recommend are designed to take you to financial ‘phew’, so if you’re not in the mood for a chat right now, scroll down for more info then you can request a call-back at a time that suits you.

Investments

We all want better returns than the banks can offer – but what’s the end game? Is this a tax efficient way to build your nest egg or do you need a regular income to top up your savings? Whether we end up talking pensions, tax efficient ISAs, or on and offshore bonds, we always start with you.

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Pensions & Retirement Planning

Are you ready to party like you’re nearly 65? Or simply enjoying the party and planning for it to continue long into retirement? Let us shed some light on pension planning that is right for you - your life, your goals.

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Estate & Tax Planning

It may not be a top priority right now but if you want to be sure as much of your wealth as possible passes to your loved ones when the time comes, a chat right now could make a world of difference to the impact of Income, Capital Gains, Corporation or Inheritance tax liabilities.

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Protection

A valuable part of what we do for our clients is help them think the unthinkable, and the foundation of any good financial plan is having protection in place to replace your income, provide for your loved ones and protect your savings in the event of death, serious illness or accident.

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Mortgages & Equity Release

Whether buying your first home, upsizing for a bigger family, down-sizing to become debt free as quickly as possible or looking to release some equity to top up a pension or provide a deposit from the bank of mum and dad, a chat with one of our team will ensure you get the right product for you.

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Later Life Care Fees planning

As we all look forward to living much longer, the cost of later life care becomes an increasingly important piece of financial planning. We can help you plan ahead by investing capital for growth or an income to cover future care costs.

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It's Good To Talk

Wherever your financial planning journey takes you, at LightSide it always starts the same way. Explore how our LIFE CHANGES™ audit could help you plan for the future you want here.

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Nothing to fear…

Financial Planning shouldn't be scary

We believe in good, honest financial advice.

We keep it friendly and focused on you. Nothing to fear; no briefcases or brogues to hide behind.

Just a good cuppa and a chat to set things in motion.

Shall we get the kettle on?

Open for business

As well as personal financial planning we offer tailored products for corporate clients looking to reduce tax liability and protect their business with shareholder protection and key man insurance.

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