About

Relationships are built on trust

About Me

My name is Dylan. I'm a financial adviser. You've probably realised this by now.

 

It wasn't my childhood dream. But I like my job. Why?

 

Well, I like helping people.

 

I like helping people get on the property ladder. I like helping people buy their dream home. I like helping people achieve financial security, and I like helping people plan for their later years. I like helping people live the retirement they deserve. I even like helping people plan for when they are no longer around, so that their families and loved ones are cared for.

Get in touch to see how I can help you.

Professional Summary

Having spent nearly twenty years within the sector, I am an experienced financial services professional.

With a background in compliance and technical support prior to moving to advisory roles, I believe in lifetime financial planning, considering clients’ needs, aims, and aspirations holistically. I take great pleasure in helping people achieve their financial goals, and my approach to financial planning is to make the complicated simple by use of plain, clear language.

I am qualified to provide financial advice and planning on all areas of financial needs, holding the following professional qualifications:

  • Diploma for Financial Advisers (DipFA)

  • Certificate in Mortgage Advice & Practice (CeMAP)

  • Certificate in Regulated Equity Release (CeRER)

  • Award in Long Term Care Insurance

  • Pension Transfers (AF7)

I am a founding member of the Institute of Financial Wellbeing, alongside current membership of the Personal Finance Society and the London Institute of Banking & Finance. I hold CF30 controlled function status with the Financial Conduct Authority, reference number DXR11410.

Lighthouse

About Lighthouse

Lighthouse Financial Advice is one of the largest and most active financial advice and planning firms in the UK, trusted by thousands of individuals, businesses, professional bodies, and trade unions.

 

We are passionate about helping you make the most of your money. The advice and planning we provide is always clear, straightforward, and impartial.

Lighthouse Financial Advice Ltd is proud to be part of Quilter Financial Planning and Quilter plc. Quilter Financial Planning was ranked at No. 1 in FTAdviser’s Top 100 Financial Advisers for 2019.

About Quilter

Quilter is a business that puts good customer outcomes at its heart, helping to create prosperity for the generations of today and tomorrow.

Quilter strives to do this through quality face to face advice, through strong, long-term investment management performance, through its commitment to building long-term relationships, and by delivering consistent and award-winning customer service.

Its approach and values means Quilter is a leading provider of advice, investments, and wealth management, managing £110.4 billion of investments on behalf of over 900,000 customers (as at 31 December 2019).

Going Over Data

Regulatory Statements

The value of pensions and investments can fall as well as rise, and you could get back less than you invested.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

 

Commercial mortgages, tax planning and most buy to let mortgages are not regulated by the Financial Conduct Authority.

Lighthouse Cardiff and Lighthouse Financial Advice Cardiff are trading styles of Dylan Roberts, financial adviser at Lighthouse Financial Advice Ltd.

Lighthouse Financial Advice Ltd is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority.

 

Lighthouse Financial Advice Ltd is registered in England & Wales, company number 04795080. Registered Office: 26 Throgmorton Street, London, EC2N 2AN.

Lighthouse Group plc was acquired by Intrinsic Financial Services Ltd (now Quilter Financial Planning Ltd) on 12 June 2019 and is now part of the FTSE 250 Quilter plc Group.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

CONTACtME

 

Lighthouse Financial Advice Ltd is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by the Financial Conduct Authority

©2020 by Dylan Roberts, Professional Financial & Mortgage Adviser at Lighthouse Financial Advice Ltd