About
Lightside Financial Planning is a firm of chartered financial planners based in Crosby, Liverpool, serving clients across the Liverpool City Region. The firm aims to make financial planning approachable rather than daunting. Its work covers retirement and pension planning, investment strategies, wealth management, estate planning and support through major life changes. The company website carries the full picture.
The firm is led by Samantha Cox, operations manager.
What Lightside Financial Planning does
- Financial planning
- Retirement planning
- Life changes
- Pension advice
- Investment strategies
- Wealth management
- Cash flow forecasting
- Estate planning
Questions people ask
- Where is Lightside Financial Planning based?
- Lightside Financial Planning is based in Liverpool, in the Liverpool City Region.
- What does Lightside Financial Planning do?
- Lightside Financial Planning works in accountancy and finance. Lightside are Crosby chartered financial planners covering pensions, investment and estate planning. Its services include financial planning, retirement planning, life changes, pension advice, investment strategies, wealth management, cash flow forecasting and estate planning.
- How can I contact Lightside Financial Planning?
- Via its website at lightsidefp.co.uk.
- Who runs Lightside Financial Planning?
- Samantha Cox is listed as a contact for Lightside Financial Planning.