Being successful in business is one thing. It’s quite another to ensure that the wealth you accrue maintains its value, and grows, to support your lifestyle and provide for your loved ones in the long-term.
Since 2008, Richard Place Dobson has been working with LighthouseCarrwood Ltd, a leading firm of independent financial advisers, to supply expert wealth management advice to our clients.
Their dedicated IFAs work as an integral part of our team. They have a long and deep knowledge of products on the market and the principles of personal wealth management.
LighthouseCarrwood’s status as independent from us ensures that the advice you receive is unbiased, offering you access to a wide range of resources and a wealth of knowledge on all areas of financial planning.
- Estate planning
- Pensions and retirement planning
- SIPPs and SSASs
- Pension consolidation
- Post-retirement planning
- Maximising tax planning opportunities
- Investing and managing investments, including risk profiling
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Whatever you need, as a business owner or individual, RPD can provide it as part of a great value package of support.
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