Founded in 2001, Lighthouse Platinum Wealth Management Ltd is a family owned business based in Ipswich Suffolk, striving for long-term client relationships based on providing the best independent financial advice. Our recommendations draw from the whole of the market and we are committed to treating our clients fairly.
Since 2009 we have a sister company, Kerseys Wealth Management Ltd that serves as the in-house IFA for Kerseys Solicitors clients and staff.
The cornerstones of our service are:
Education: qualified to the Financial Conduct Services Authority’s latest benchmark for financial advisers: QCF Level 4.
Continuous Professional Development through regular attendance of industry seminars and training held by product providers and the Personal Finance Society
Personal Development through our membership of the Personal Finance Society and professional networking organisations BNI and Avanti
Feedback from our clients and professional contacts is encouraged, welcomed and acted upon