Lightblue

Our Approach

At LightBlue, we take a holistic view of your finances and bring them together in one simple solution. We don't work like traditional IFAs, who parcel your finances into fixed investments. Instead, we can present you with fully bespoke investment options that provide far more flexibility. Rather than investing in a pre-packaged fund, we will talk with you, gain an understanding of your financial goals, and connect you with the investments to help you achieve these goals.

What We Do

We do not claim to have all of the answers. But we can always introduce you to the people who do. Our role is as much about facilitating and nurturing relationships of trust with the people who can help you realise your investment ambitions as it is about investing on your behalf. In our quest to deliver a truly bespoke offering, we reach out to an extensive network that includes financial services such as private banks, fund managers and pension providers, as well as other professionals such as solicitors and accountants.

Pension Planning

Are you wondering how to get the top returns on your money? We can work with you to make your wealth return the best possible yields, advising you on the most suitable investments and introducing you to other, more specialised wealth management services. We have particular experience developing wealth management solutions for sports professionals.

Investments

Helping you achieve your investment ambitions, we can assist you in finding the best investment options and introducing you to other, more specialized wealth management services. Whether you're looking to achieve specific financial goals or simply to make the most of your savings, we can help you make the most of your day-to-day finances.

Mortgages

Let us find you a superior mortgage arrangement. Whether you're searching for the best way to manage your business finances or the most favourable terms for a commercial mortgage, we can help you find the best commercial solutions. Our business services are especially beneficial to young start-ups.

Personal Protection

Because none of us can be sure what the future holds, we can help you find the right personal protection for you. We'll work with you to create a bespoke insurance policy that protects you and your loved ones from unexpected events.

Corporate Protection

Protect your business against corporate hazards. We can help you find the best way to manage your business finances and ensure your business's financial stability.

Our People

Our team blends experience with knowledge to find the financial solutions that work for you. We'll tailor a financial arrangement that unites all the complex elements of your life, and then we'll sit at the centre of that arrangement, making sure that it continues to perform at the highest level. And if between us we don't have the answers, we'll certainly be able to introduce you to the people who do.

Our Partners

We have a network of industry contacts who can help us deliver the best possible solutions for our clients. Our key advisors, below, receive assistance from a large team of support staff.

Meet Our People

Our key advisors:

• Mark Dennison - With over 30 years of experience as a financial advisor, Mark has extensive knowledge in pension planning, investments, and personal protection.
• Mike Coleman - With over 30 years of experience in the financial industry, Mike has extensive knowledge in estate planning, inheritance tax, and investment management.
• Zane Groves - With over 20 years of experience in the financial industry, Zane has extensive knowledge in pension planning, investments, and business insurance.
• Shenice Holt - With over 10 years of experience in customer service roles, Shenice has become an integral part of the LightBlue team as our Office Manager, ensuring smooth operations and providing an exceptional client experience.