Terms of Business
Park House Financial Services is an appointed representative of Lighthouse Advisory Services Ltd, which is authorised and regulated by the Financial Conduct Authority (Park House FCA reg 200683. Lighthouse AS FCA reg 195199).
We are willing, able and qualified to provide you with advice, support and assistance with any aspect of personal financial matters, including: Investments, Pensions, Insurance and protection, Mortgages, Tax planning, and retirement planning.
In particular, we offer specialist support in making sure your investments & pensions consider and reflect your personal ethics, values and beliefs.
As members of the Ethical Investment Association and UKSIF, we keep up to date with the latest sustainable, responsible and green investment options and pride ourselves on knowing how each investment will meet your particular needs.
We aim to offer an approachable, friendly and comprehensive service, tailored to meet individual needs and budgets. We try to avoid financial jargon at all times.
Where we make recommendations, we tell you the implications, pros and cons, costs and benefits ... and any risks. The unwritten rule (now written) is that "all advice must be something we would be happy for our family members to receive".
We have clear and fair charging structures. There is no charge for an initial meeting or discussion or meeting and we cover the whole of the UK from bases in Swansea and Kent.
Please Note: the information contained in the pages of this website does not constitute advice and is only relevant for UK residents aged 18 years and over. Information provided in the Completion of enquiry / contact forms is bound by the terms of the Data Protection Act 2003, the Computer Misuse Act 1998 and MiFID II regulations.
We promise not to pass on your data or details to anyone without your consent and to not bombard you with spam, marketing or junkmail or calls.
Have a lovely day. We look forward to being able to help you.