Plan, Prioritise, and Track Your Progress Towards Financial Security
At Lighthouse Platinum Wealth Management Ltd, we understand the importance of making informed financial decisions that can have a lasting impact on your life. As an independent financial adviser, we have been providing expert guidance and support to individuals, firms, and trustees in Ipswich, Suffolk, and surrounding areas since 2001. Our family-owned business is built on the principles of trust, integrity, and a commitment to delivering clear, concise, and personalized financial advice.
Our Philosophy
We believe that financial planning is a journey, not a destination. Our approach is centered around understanding your unique financial goals, risk tolerance, and aspirations. We take the time to listen, understand, and assess your current financial situation, identifying areas of improvement and opportunities for growth. Our recommendations are always tailored to your specific needs, and we provide ongoing support and guidance to ensure you stay on track.
Services
Our comprehensive range of services is designed to cater to diverse financial needs. We specialize in:
- Protection Policies: Life Assurance, Critical Illness Cover, Income Protection, and Group Cover
- Retirement Planning: Personal Pensions, SIPPS, Workplace Pensions, and Annuities
- Investment and Regular Savings: For growth, income, and tax efficiency
- Mortgages: Residential and Commercial
- Equity Release: Lifetime Mortgages for those aged over 55
- Inheritance Tax Mitigation
- Care Fees Planning
Our Team
Our team of experienced financial advisers is dedicated to providing expert guidance and support. Meet Nick Hodgetts, Cert PFS Dip FA CeLTC, our Financial Adviser who has been in the industry since 1980. With a wealth of experience and qualifications, Nick is committed to delivering personalized financial advice that meets your unique needs.
Why Choose Us
At Lighthouse Platinum Wealth Management Ltd, we pride ourselves on our:
- Independent status, allowing us to offer unbiased advice
- Comprehensive range of services, tailored to your needs
- Commitment to ongoing support and guidance
- Transparent and competitive fee structure
- Family-owned business with a personal touch
Recommendations and Trust
The reviews highlight the trust and confidence that clients have in Nick, Lynn, and the team at Lighthouse Platinum Wealth Management Ltd. Victoria Sharp, a business coach, has been recommending them to her clients for over 15 years, praising their excellent service, knowledge, and experience.
Exceptional Customer Service
The reviews also emphasize the exceptional customer service provided by the team. Nik Gray's review stands out, as Nick went above and beyond to rectify an issue with an investment provider that had cost Gray a significant amount of money. Nick's tireless efforts and scruples in resolving the issue are particularly noteworthy.
Confidence in Investments
The reviews also convey a sense of confidence and trust in the investment advice provided by Nick and his team. Stephen Spencer's review highlights how the great advice he received has given him the confidence to proceed with his investments.
