Safeguarding your financial future since 2004
Mark has been providing financial advice since 1983 and has significant experience of training and management. He is therefore perfectly placed to organise the day-to-day running of LightBlue, with a belief that first-class customer service is crucial to the business’s success.
Mark joined LightBlue in 2000 and quickly set to work implementing all of the necessary compliance systems. He was instrumental in the company’s successful transition to direct authorisation in 2005 and keeps other staff members up-to-date with regulatory changes. Mark specialises in giving financial advice to individuals and small businesses and is skilled in simplifying complicated situations for clients.
Mike became a financial advisor in 1990, spending 10 years as a tied agent for a large insurance company. He was instrumental in the formation of Lighthouse IFA (Essex) Ltd in 2000 and helped shape the business into a successful model by 2005. The company then received authorisation from the FSA, and we changed our name to LightBlue UK Ltd.
Embracing the concept of working with other professional advisers, such as accountants and solicitors, Mike ensures clients get complete, joined-up advice. He has extensive experience working with professional sportspeople, family offices and SMEs and is capable of designing solutions for the most complex financial problems.
Zane started his career at Abbey National in 1997, before moving to the Royal Bank of Scotland as a financial adviser in the intermediary market. In 2001 Zane was headhunted by HSBC, where he spent the next four years as a financial planning manager.
But Zane has always believed that independence is key to delivering clients the very best financial advice and so, in 2005, he started his own business, Lucas Alexander Financial Solutions. In 2010 Zane started to work with the LightBlue team as a consultant, assisting our clients and opening up our bespoke financial services to his own existing clients.
Jodie has over 15 years’ experience in customer services roles joining Lightblue in 2015 to provide a high quality customer service that ensures the smooth processing of applications and renewals.
Jodies responsibilities include, the clarification of instructions to providers, working with them to see the applications through the underwriting process, liaison with medical practitioners to obtain additional information, and the extremely important role of ensuring Lightblue Online meets the high standards of compliance required by the FCA.
Jodies abilities to build strong relationships with insurers, advisors and customers has built a track record of applications dealt with quickly and efficiently and Jodie is now an integral part of the team.
Martin started his career at the Royal Bank of Scotland in 1996 as a tied financial adviser specialising in mortgages, protection and investments. He was subsequently targeted for a position providing advice to high net worth and corporate clients. For the past five years Martin has been providing specialist advice to NHS pension members and high net worth individuals assisting in all areas including complex investment and inheritance tax solutions.
Martin always felt that the restrictions imposed on a tied adviser were detrimental to his clients and elected to join LightBlue. Using his accumulated knowledge and experience he strives to ensure that his clients receive tailored individual advice that is reflective of their needs and explained in a simplistic manner.