Financial Services

Independent, expert wealth management advice.

Since 2008 Richard Place Dobson have been working with LighthouseCarrwood Ltd, a leading firm of independent financial advisors who specialise in working with accountancy practices.  Richard Beal and Tom Beal, our dedicated IFAs, work as an integral part of the Richard Place Dobson team. Richard 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

Contact Richard or Tom Beal on 01293 521191.