Personal Financial Planning
Our clients range from those who may want a simple life insurance to those who may require complex investment advice and wealth management. We are able to offer financial advice to clients in the comfort of their own home or on a one to one basis.
Detailed below are the various areas that we can offer you advice in:
- Investing for income or growth
- Regular savings plans
- Tax planning – including inheritance tax
- Retirement planning and pensions advice
- Life assurance and protecting your family
- Permanent health insurance
- Critical illness cover
- Releasing equity from your home
- Mortgage advice
LightBlue Wales is a trading style of Lightblue Independent Financial Limited which is authorised and regulated by the Financial Services Authority
The Financial Services Authority does not regulate tax and trust advice, will writing, offshore investments, overseas mortgages, non-residential mortgages, commercial loans and some forms of buy to let mortgages.