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CF - Cardiff

Lightblue Wales

R M Financial
Advice

Seren Independent
Advisers Ltd

Lightblue Wales

Address: Suite 5, Norfolk House, 57-59, Charles Street, Cardiff CF10 2GD
Telephone: (029) 20342410
Fax: (029) 20342908
E-mail: Wales@lightblueifa.co.uk
Visit our Web Site: www.lightblueifa.co.uk

General information

LIGHTBLUE WALES offers an holistic approach to financial planning. We aim to deliver truly independent advice, with our dedicated team of professional advisers and administrators. We aim to develop innovative ways to deliver the best financial advice, products to it’s personal and corporate clients.

LIGHTBLUE WALES provides independent advice across all aspects of personal and corporate planning with the emphasise on wealth creation, wealth protection, fund management, innovative tax planning and alternative investment strategies.

Below is a table of the main topics on which advice is given. However, this does not cover all areas:

Personal financial planning	Corporate financial planning
Lump Sum Investments Regular Savings Plans Retirement Planning Income Protection Critical Illness Life Cover Long Term Care Mortgages and Re-Mortgages Inheritance Tax Planning Private Medical Insurance	Executive Pensions Stakeholder Pensions Group Personal Pensions Group Income Protection Group Life Cover Group Critical Illness Keyman Protection Partnership Protection Share Protection Employee Benefits

For a detailed review of your personal circumstances please Email or telephone LIGHTBLUE WALES in confidence.

LIGHTBLUE IFA LTD is authorised and regulated by the Financial Services Authority.

Not all of the above products / services are regulated by the FSA

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