Independent financial advice

Through our association with LighthouseCarrwood Limited, a national firm who specialise in providing independent financial advice through such associations with accountants and solicitors, we can provide first-class independent financial advice.

LighthouseCarrwood Limited can offer advice in all areas of financial services.

These services include:

  • pensions - individual and corporate pension planning
  • investments and savings - from ISAs to bespoke portfolio management
  • protection - life assurance and critical illness insurance cover
  • healthcare - private medical insurance advice
  • mortgages - independent advice on residential and commercial mortgages
  • group employee benefits - advice in all areas of corporate benefit schemes.

If you need further information or advice, please contact Deborah Pluck at our Oxford office (telephone 01865 559900), or email djpluck@wenntownsend.co.uk who will happily direct you to the relevant specialist at LighthouseCarrwood Limited.

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England & Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.