Light Cason Associates

Independent Financial Adviser  Light Cason Associates Ltd, Dorset, Bournemouth, BH7 6BQ
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FCA authorised
Last authorised 11th October 2021
We pride ourselves in providing an ongoing friendly service with the same adviser year after year.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Stuart Cason DipPFS
Director
MR Daniel Light
Director
About us

Light Cason Associates are a team of advisers with over 40 years experience in financial services. We recognise good service is important and we aim to maintain an on-going relationship with our clients. Many of our clients are longstanding and we have been advising them for over 20 years.

Whether you are interested in Savings, Investments, Pensions or Inheritance Tax Planning we offer a fully comprehensive service which includes setting up a strategy to meet your needs and ongoing reviews.

Our services

We pride ourselves in providing an ongoing friendly service with the same adviser year after year.

We work extensively in pensions and investments.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

Light Cason Associates Ltd, 1123 Christchurch Road, Dorset, Bournemouth, BH7 6BQ

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