Credentials

 

Financial Planning & Wealth Management Experts

Searchlight Investments is an advisory firm directly authorised and regulated by The Financial Conduct Authority with over 25 years industry experience. We search the marketplace to identify the best choice of investments and funds for an individual’s circumstances and objectives. Our sophisticated value for money proposition is hosted by the Elevate Wrap which facilitates secure online viewing for our clients.

We are not restricted in our fund selection process as this seriously weakens the ability of a firm to create the strongest possible investment strategy for its clients.

We do however restrict our advice service to our clients.  This means that we will focus on our areas of specialism and expertise and we will not research, advise on or recommend all possible retail investment products.  In particular we will not advise on or recommend complex, higher risk or unregulated investements that we do not feel are appropriate to our clients.  Within our focused specialist areas, we will continue to review the whole market in order to ensure the highest levels of professional advice to our clients.

Our expertise, knowledge and extensive experience enables us to give unbiased advice, and we are committed to providing the right solutions which will achieve our clients’ goals.

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