Financial planning
In view of the recent changes to NHS pensions, higher contributions and increasing austerity, UNISON have organised financial advice ‘day surgeries’ via Lighthouse Financial Planning services. Lighthouse are part of UNISON Plus and a free initial consultation is available to all current UNISON members to discuss all aspects of financial planning.
The first session is to be held on 4th June 2015 at Springhill 1, in the EOC Quiet Room, 1000hrs-1600hrs.
All UNISON members are eligible to attend, half hour appointments are booked directly with the Lighthouse consultant and contact details are attached.
After gauging the initial uptake and feedback from the first sessions
UNISON intends to hold further day surgeries at locations throughout Yorkshire over the coming months.
For any further queries or to register interest for a day surgery in your area please email This email address is being protected from spambots. You need JavaScript enabled to view it.
Thursday 4th June 2015
Understanding where you are now and where you want to be in the future enables you to make informed decisions about your finances. Lighthouse Financial Advice is here to offer UNISON members advice on all aspects of financial planning.
HOW WE CAN HELP
Our Professional Financial Advisers are able to use researched solutions drawn from a wide range of products and providers to find the most appropriate* products for you and can advise upon:
Financial Protection for You and Your Family Pension Advice and Planning for Retirement Savings and Investments
Tax Planning*
The surgery is free to UNISON members. To take advantage of this invaluable opportunity and book your initial 30 minute consultation with an adviser, please contact:
Lisa Barratt on 01273 523707 or email This email address is being protected from spambots. You need JavaScript enabled to view it.
DATE: 4th June 2015 VENUE: Quiet Room, EOC
Yorkshire Ambulance Service Springhill 2
START TIME: 10.00am
ENDS: 4.00pm
Brindley Way
Wakefield 41 Business Park Wakefield
WF2 0XQ
If you are interested but are unable to attend, please let us know and we will arrange for the adviser to contact you.
*The Financial Conduct Authority do not regulate all forms of tax planning
*We have chosen to avoid products we consider to be too high risk for the majority of our clients
