LightSide Chartered Financial Planners
LightSide Chartered Financial Planners provides financial planning services that are tailored to individual needs. They focus on understanding clients' personal circumstances before discussing financial products.
- Protection
- Investments
- Estate & Tax Planning
- Mortgages & Equity Release
- Later Life Care Fees Planning
- Pensions & Retirement Planning
Locations
Company Details
LightSide Chartered Financial Planners is operated by SMC Financial Services Limited and is a Active company incorporated on 10 February 2017 with the registered office located in Liverpool, Merseyside. SMC Financial Services Limited was registered 8 years ago.
Status
Active
Size
Micro
Directors
2
Age
8 years old
Employees
6
Turnover
Unreported
Total Assets
£888.87K
Cash in Bank
£474.91K
Total Liabilities
-£114.66K
Teams
6
4
1
1
Director Of Operations • Joined Feb 2017
Operations Manager • Joined Mar 2025
Director & Chartered Financial Planner • Joined Apr 2017
Associate Financial Planner • Joined Jan 2025
Techinical Assistant/Trainee Paraplanner • Joined Apr 2022
Client Service Assistant/ IFA Admin • Joined May 2023
Director Of Operations • Joined Feb 2017
Operations Manager • Joined Mar 2025
Director & Chartered Financial Planner • Joined Apr 2017
Associate Financial Planner • Joined Jan 2025
Techinical Assistant/Trainee Paraplanner • Joined Apr 2022
Client Service Assistant/ IFA Admin • Joined May 2023