Tim Santry (DipPFS)
Tim Santry has been providing investment advice to high net worth individuals since 1990. A strong working knowledge of markets and investment vehicles, gained from 10 years working in City finance and over 30 years as a financial adviser, support his investment recommendations. Tim is registered with the FCA, individual reference number ‘TMS00002’.
Lighthouse (Hurstpierpoint)
Lighthouse (Hurstpierpoint) offer investment and insurance products from the whole market. We are NOT tied to any one Company or indeed a panel of providers. Insurance products cover term assurance, critical illness insurance, income protection (health) insurance, and Whole of Life cover. We can also arrange guaranteed premiums.
Which services will Lighthouse (Hurstpierpoint) provide
Investment Planning
Retirement Planning
Protection Planning
Inheritance Tax Planning
Trust Planning
Corporate Planning
What will you have to pay Lighthouse (Hurstpierpoint) for their services?
Before we provide you with advice, we will guide you through our Investment and Advice Process document, which fully explains, in a transparent manner, what services we provide. The complexity of each individual situation will dictate the charge made for our services. Your adviser, being an experienced professional, will be able to accurately outline the fees that will be payable and when they will be charged.
Who regulates Lighthouse (Hurstpierpoint)?
Lighthouse (Hurstpierpoint) Ltd is an appointed representative of The Tavistock Partnership Limited, which is authorised and regulated by the Financial Conduct Authority. Lighthouse (Hurstpierpoint) Limited is registered with the FCA, firm reference number ‘419868’. Lighthouse (Hurstpierpoint) Limited Registered Office: Prospect House, 78 High Street, Hurstpierpoint, West Sussex BN6 9RQ Registered in England No. 5302134
The Tavistock Partnership
The Tavistock Partnership Limited is registered with the FCA under firm number 519014. The Tavistock Partnership Limited Registered Office: 2 The Cornerstone, Market Place, Kegworth, Derby, DE74 2EE Company Registered No.: 04304782.
Financial Conduct Authority
Lighthouse Hurstpierpoint Ltd is an appointed representative of The Tavistock Partnership Limited which is authorised and regulated by the Financial Conduct Authority
The Financial Ombudsman Service
The Financial Ombudsman Service was set up by Parliament to resolve individual complaints that consumers and financial businesses are not able to settle themselves. Details of how the Financial Ombudsman Service can help can be found on their website at http://www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123.
