Holistic Financial Planning

The Lightblue Wales Difference

The Lightblue Wales adviser will take a strategic view of your financial arrangements with two main reference points – creating and protecting wealth.  Whilst creating wealth the Lightblue adviser will encourage the consideration of alternative investment strategies with taxation treatment, flexibility and risk adjusted returns being key factors.

A Holistic Approach

Having created wealth it is prudent to consider protecting it.  To achieve this, you need to agree on a protection objective and the Lightblue adviser will then engineer a structure which delivers the desired end result, taking into account your attitude to risk, time scales and likely requirements for capital access.

“A continual source of innovation, reassurance, guidance and security.”

Truly Independent

To deliver an effective individual client focused service the Lightblue adviser must be truly independent, able to select from a range of strong relationships including those with insurance companies, fund managers, stockbrokers and tax consultants; whilst for the corporate client the relationships can be extended to national accounts, legal firms and corporate financers.  These organisations are engaged on merit and their ability to meet client requirements precisely.

Personal Financial Planning

• Wealth Creation
• Wealth Protection
• Fund Research
• Innovative Tax Planning
• Alternative Investment Strategies

Corporate Financial Planning

• Key Person Protection
• Employee and Director Benefits
• Treasury Management
• Share Structure
• Complete Financial Planning