LighthouseCarwood

Thinking about offering an independent, professional wealth management advice for your clients?

Would you like to offer an integrated, independent wealth management service that will benefit the business and personal aspects of your clients’ financial affairs? Lighthouse Carwood specialise in working with and in accountancy practices to provide independent wealth management advice to their clients.

How you benefit:

• You gain an ‘in-house’ wealth management expert with access to extensive know-how and research
• No need to deal with recruitment, employment or regulatory requirements
• A noticeable contribution to your profitability, at little or no incremental cost to the firm
• An integrated service that can help protect your client base and make it easier to attract new clients

Why work with LighthouseCarrwood?

• Over ten years’ experience of working exclusively with accountants
• Expertise in all areas of financial advice
• An exemplary compliance record
• Part of Lighthouse, a profitable and financially robust AIM- listed company; one of the UK’s largest IFA groups
• A shared revenue model: in 2007 they paid over £1.2 million to accountancy partners

“I find LighthouseCarrwood professional and easy to deal with. They are interested in long-term relationships and always put the clients’ interests first.” 
Philip Charge, Richardson Watson

“Our close relationship quickly identified new opportunities for PEM and Lighthouse.” 
Derek Carr, Peters Elworthy & Moore


2020 Financial Services

Chartered Accountants and other tax professionals are discovering that financial planning integrates neatly - and profitably - with their other client services. Whereas, traditionally many CA firms would have delegated this kind of work to a local IFA firm, most successful firms are now looking to regain control in this vital area of planning, whilst retaining all of the potential revenues.

2020 Financial Services Ltd was set up specifically to help firms structure and implement financial services in order to best suit their own practice.

We can help with the following services:

• An FSA-regulated Network for those firms which wish to avoid the expense and hassle of direct regulation
• An FSA Compliance Manual & On-Screen Genie (free to Network members)
• Assistance in setting up a Joint Venture with a reputable third party IFA
• Assistance in setting up your own Financial Services entity from scratch
• Twice yearly compliance reviews for Network members
• The Financial Services Practice Audit, a comprehensive review of your current structures 
• Occasional papers on practical issues (free to 2020 Group members)

Please visit www.2020fs.co.uk for further details. 

2020 Financial Services Limited is authorised and regulated by the Financial Services Authority.