Information


Information

Geoff Baker is an Independent Financial Adviser in Epsom

Geoff Baker is an Independent Financial Adviser in Epsom dedicated to delivering unbiased financial advice and doing so in the manner that is most appropriate and convenient to clients.

Everyone's needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of our approach.

We have been helping clients navigate complex financial markets for many years and our business has evolved primarily through client recommendations.

We cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

Dawn Jones has been the Office Manager and personal assistant for Geoff since 1997 and is experienced in all aspects of administration. Dawn provides an excellent back office support role to the company.

Lizzie Garrett joined in 2016 as an administrator and has quickly established her role in administrative support to both Dawn and Geoff. Lizzie is a graduate from Warwick University and is particularly skilled in research and analytics.

Impartial Advice of the Highest Quality



PROFESSIONAL INDUSTRY STANDARDS


The RDR (Retail Distribution Review) was a Financial Services Authority (now Financial Conduct Authority) initiative designed to raise professional industry standards.

As the industry adapts to this positive change, Lighthouse Epsom has been at the forefront of implementing these changes. Whatever your financial goals might be, we can help you accumulate, protect and grow your wealth, so that you can enjoy it and pass it on.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.

Lighthouse Epsom aims to provide a comprehensive service that will fulfil all financial needs. We recognise the importance of providing long-term on-going assistance and guidance, and we also have strong relationships with other professional practices such as law firms and accountants.

The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at www.financial-ombudsman.org.uk/consumer/complaints.htm or please ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123

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