Lighthouse Financial Advice is one of the largest and most active financial advice and planning firms in the UK, trusted by thousands of individuals, businesses, professional bodies, and trade unions.
We are passionate about helping you to make the most of your money. The advice and planning we provide is always clear, straightforward, and impartial.
Dylan Roberts, our financial planner & mortgage adviser based in north Cardiff, is an experienced professional with a firm belief in impartial lifetime financial planning which considers the long-term needs and aspirations of the people he works with.
Dylan really enjoys helping people make good financial decisions to reach their goals, placing your financial wellbeing at the heart of everything he does.
Dylan helps his clients with:
· savings, investments, & tax-efficient investing
· saving & planning for retirement
· taking income in retirement
· pension consolidation, switches, & transfers
· buying your first home, moving home, and making sure you have the right mortgage deal
· releasing equity from your home
· protecting your family and income
· long-term and later life care
· protecting and growing your business
· lifestyle planning
· succession, estate, and Inheritance Tax planning
If you would like to chat, or would like to book a free consultation, please contact Dylan at on 02921 880 523.
Lighthouse Financial Advice Ltd is proud to be part of Quilter Financial Planning and Quilter plc. Quilter Financial Planning was ranked at No. 1 in FTAdviser’s Top 100 Financial Advisers for 2019.
Lighthouse Financial Advice Ltd is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority.
Highlights, Specialties & Features
- Free initial consultation, can visit at your home or workplace
Professional Associations & Certifications
- Personal Finance Society, Chartered Insurance Institute, London Institute of Banking &amp;amp;amp;amp;amp; Finance,
- Institute of Financial Wellbeing
- Cardiff, Swansea, Newport, Caerphilly, Bridgend, Torfaen, Monmouthsire, Gloucestershire, Barry, Vale of Gamorgan, Merthyr Tydfil, Rhondda Cynon Taff, Blaenau Gwent, Neath Port Talbot, Carmarthen, Carmarthenshire, Bristol
|Address||9 St Dogmaels Avenue|
|Phone Number||02921 880 523|
|Mobile||07895 818 701|
Having spent nearly twenty years within the sector, I am an experienced financial services professional.
With a background in compliance and technical support prior to moving to advisory roles, I believe in lifetime financial planning, considering clients’ needs, aims, and aspirations holistically. I take great pleasure in helping people achieve their financial goals, and my approach to financial planning is to make the complicated simple by use of plain, clear language.
Products & Services
By selecting our financial planning service, Dylan will review your circumstances, your needs, your aims, and your hopes for the future, to help you achieve and maintain financial security and wellbeing.
Working with Dylan, you can confront new challenges and develop financial goals. Through these sessions, we will aim to develop and adapt your financial strategies to cope with changes in life circumstances and keep you on track for your goals.
Savings & Investments Planning
Whether saving for a goal, or because you can, obtaining professional advice can help your money grow quicker while minimising the risks you take and the tax you pay.
Dylan can make the complicated simple and help you to navigate the world of investment options and choices, helping you to find the best option for you.
Whether you are approaching retirement, already retired, or simply planning for the future, our retirement planning service can:
illustrate the income you are likely to have in retirement;
illustrate how long this will last you;
address any shortfalls;
identify the most tax-efficient way for you to save for your later years;
identify the most tax-efficient way for you to take income in retirement;
provide reassurance and security;
help you take control and enjoy life.
Independent mortgage advice from across the whole of the market. We are not tied to any lenders and can help you navigate the complex process of obtaining a mortgage offer up to completion.
So, let us find the best rates and deals from across the market for you, whatever your circumstances.
Protection & Insurances
Different life stages present new challenges. Whether you’ve begun your career, are paying your mortgage, or you’re establishing an estate, Dylan can review your financial situation and explore options to make sure you and your family are fully protected if the worst should happen.
Dylan provides independent advice from across the whole of the market to help you find a cost-effective solution for you and your loved ones.