Business Details
21 Years
experience
Your Trusted Financial Partner in Westcliff-on-Sea
At LightBlue UK, we specialise in delivering bespoke financial solutions tailored to individual and business needs. Our holistic approach unites all aspects of your finances into a single, manageable strategy, ensuring long-term performance. With a team boasting decades of combined experience, we provide expert guidance in pensions, investments, mortgages, and protection. Our commitment to regulatory compliance and client-centric service has established us as trusted advisers since 2005.We collaborate with accountants, solicitors, and specialist providers to offer comprehensive, joined-up financial planning. Our focus remains on transparency, integrity, and empowering clients to achieve their financial goals through personalised strategies.
Services
Pension Planning
Investments
Mortgages
Personal Protection
Corporate Protection
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of experience in holistic financial planning
- Our team holds CeFAP and CeMAP professional qualifications
- We provide tailored solutions for sports professionals and SMEs
- Our FCA-authorised compliance systems ensure regulatory excellence
- We collaborate with solicitors and accountants for comprehensive advice
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Expert advice
Tailored solutions
Highest quality
Confidence for future
Integrity and skills
Services
Pension Planning
We create customised pension strategies aligned with your retirement goals. Our FCA-regulated advisers specialise in simplifying complex pension arrangements for individuals and businesses. With expertise in NHS pension schemes and international investments, we ensure optimal tax efficiency and long-term growth.
Investments
Our bespoke investment solutions connect clients with suitable opportunities. We focus on achieving specific financial objectives through diversified portfolios. The team leverages relationships with private banks and fund managers to source tailored investment vehicles for high-net-worth individuals and sports professionals.
Mortgages
We secure competitive mortgage arrangements for residential and commercial properties. Our CeMAP-qualified advisers provide expert guidance on remortgaging, buy-to-let, and specialist lending solutions. The service includes comprehensive market analysis to find optimal financing terms.
Personal Protection
We design comprehensive protection strategies against life's uncertainties. Our services include life insurance, critical illness cover, and income protection policies. The team ensures clients have appropriate safeguards to protect personal assets and family financial security.
Corporate Protection
We implement risk management solutions to protect business assets and continuity. Our corporate protection services include key person insurance, partnership agreements, and liability coverage. We help SMEs develop strategies to mitigate financial risks from unforeseen business disruptions.
People
Mark Dennison
Director
With 40+ years in financial services, Mark established LightBlue's compliance framework. He specialises in simplifying complex financial situations for individuals and small businesses while maintaining FCA regulatory standards.
Mike Coleman
Co-Founder
A financial services veteran since 1990, Mike transitioned from insurance to form LightBlue. He focuses on integrated financial planning for sports professionals and SMEs, leveraging extensive industry connections to deliver comprehensive solutions.
Zane Groves
Financial Consultant
Zane brings 25+ years of banking and financial planning experience. He established his independent practice in 2005 and joined LightBlue to expand bespoke services. His expertise covers complex investment strategies and intergenerational wealth transfer.
Shenice Holt
Office Manager
With 12 years in customer service roles, Shenice manages LightBlue's operations. Her CeFAP and CeMAP qualifications support efficient service delivery. She implemented new back-office systems that improved client communication and administrative processes.
Martin Smith
Wealth Specialist
Martin specialises in NHS pension schemes and inheritance tax planning. With 27 years in financial services, he provides tailored advice to high-net-worth individuals. His background includes complex investment structuring and corporate financial solutions.
Questions
What financial services do you specialise in?
We specialise in pension planning, bespoke investments, mortgage solutions, personal protection, and corporate risk management tailored to individual and business needs.
How do you differ from traditional financial advisers?
We take a holistic approach, integrating all aspects of your finances into customised solutions rather than offering pre-packaged funds or segmented services.
Can you work with other professional advisers?
Yes, we collaborate with accountants, solicitors, and specialist providers to deliver comprehensive financial strategies aligned with your broader professional needs.
Are your services regulated?
Yes, LightBlue UK is authorised and regulated by the Financial Conduct Authority (FCA) under registration number 5228731.
