Financial Services

Independent, expert wealth management advice.

Since 2008 Richard Place Dobson have been working with LighthouseCarrwood, a leading firm of independent financial advisors who specialise in working with accountancy practices.  Richard Beal, our dedicated IFA, works as an integral part of the Richard Place Dobson team and has over 30 years' experience in financial services. LighthouseCarrwood's independent status ensures that the advice you receive is unbiased whilst still offering you access to a wide range of resources and a wealth of knowledge on all areas of financial planning including:

  • Estate planning
  • Pensions and retirement planning, including SIPPs and SSASs
  • Pension consolidation
  • Post-retirement planning
  • Maximising tax planning opportunities
  • Investing and managing investments, including risk profiling

To contact Richard Beal, please click here. Alternatively, contact us on 01293 521191.