Lighthouse Financial Services

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Hi

Please find attached the Spring Edition of LFA MoneyTalk for UNISON, please could you circulate around your members?

We deliver a range of complimentary surgeries and seminars, to UNISON members and their families,including:

Financial Surgery Day: (Surgery Days gives the member an opportunity to have a 30 minute complimentary consultation with a financial adviser.  We arrange for an advisor to be in the workplace or branch for the day and the members can book their complimentary ½ hour 1-2-1 with the advisor.  All we require is a small private room with 2 chairs and a table).
Pre-Retirement Seminar; (aimed at those within 1-5 years of retirement).
Mid Life Planning Seminar: (aimed at those with 5-15 years of retirement-typically nearing the end of their mortgage).
Redundancy Seminar: (to help those involved with financial planning for the future, assist with budget planning in the shorter term through to tax efficient ways of utilising the funds being received).

If you would like me to arrange an event for your workplace, please contact me and I would be happy to organise?  If you have any questions or would like to discuss anything further please don’t hesitate to contact me.

Many Thanks,

 

John

 

John Duffy

Regional Affinity Relations Manager

Lighthouse Financial Advice

Tel: 01778 425433

Mob: 07535 991722

www.lighthousegroup.plc.uk