Our Staff.

mortgage_adviser_geoffGeoff Baker has been a financial adviser since 1991, originally with Sun Life of Canada and an Independent Financial Adviser with Lighthouse since 2001 and is Level 4 DipFA qualified.

Geoff advises on mortgages for which he holds the MAQ qualification and is Directly Authorised by the Financial Conduct Authority.

Geoff advises on all other aspects of financial advice which includes Life Assurance, Critical Illness cover, Investments and Pension planning through his company Lighthouse Epsom which is an Appointed Representative of Lighthouse Advisory Services.

Geoff is a member of both the Institute of Financial Studies and the Personal Finance Society.

(The Institute of Financial Studies Diploma for Financial Advisers (DipFA) is an approved Qualifications Credit Framework Level 4 qualification)

For other financial advice, please visit our IFA website: Geoff Baker IFA

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

 

 

 

Gina Dann has been the financial controller and book keeper of the company since 2001 and is ACCA qualified. Gina provides a valuable service in both administration and day to day accounts.

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About Us

Geoff Baker Mortgage Adviser is authorised and regulated by the Financial Conduct Authority for residential mortgages, registration no 303547 (www.fca.org.uk/register/) Consumer credit licence no 585377 The FCA do not regulate some Buy to Let or Commercial mortgages.

We provide advise on following services.

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation*
  • Protection against critical illness
  • Income protection
  • Inheritance planning
  • Private medical insurance
  • Family protection life assurance
  • Mortgage services
  • Property portfolio services

Need to know more about IFA and the rules we follow. Please visit,
http://www.ifa.org.uk/