Alex Truffet
Financial Planning Consultant CeMAP, DipFA, CeRER in East Sussex
A little bit about Alex
Alex has over 20 years’ experience in the financial services industry, the majority of which has been spent delivering face-to-face advice and building long-term relationships with clients.
Since joining Lighthouse Financial Advice, he has worked with both personal and corporate clients to provide individual, tailored financial advice. Alex’s diploma in Financial Planning along with the extensive experience he has gained throughout his career has enabled him to develop expertise in Pension Planning, Investments, Inheritance Tax Planning, Equity Release, Long Term Care Planning and Mortgages and Protection.
Outside of work, Alex enjoys family life with his wife and 2 children and walking the cockapoos. He plays an active role as treasurer for his son’s Football club and enjoys a round of golf when time allows!
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
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An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
General Insurance
Home contents insurance, buildings insurance.
Mortgage
First time buyers, remortgages, buy-to-let.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.