top of page
Who we help
We are based in the Midlands and help the following people to live life on their terms:
People planning for retirement who are looking for clarity around their future.
You've worked hard for your money. Now it's time to make sure that you get to enjoy it.
Business owners & Entrepreneurs looking to organise their personal and business finances.
Running your own business is hard work. You want to ensure that your hard work pays off.
Those with excess wealth that want to use it for a purpose.
You are in a comfortable position and want to have a positive impact on your loved ones and those around you.
You've worked hard for your money....
... now it's time to make sure it was all worth it.
Do you have questions like these?
"I’m ready to work less, can I afford to retire?"
"I have come into an inheritance, what should I do with the money?"
"I am looking to plan for retirement and grow my wealth. What should I do?"
"I am going through a big life change, how can I make sure me and my family are OK?"
The challenges we help solve
.png)
Uncertainty
You want to understand the options available to you and your family for a secure financial future.
Confusion
You may have lots of different pots in different places and you’re unsure what to do with them all.
.png)
Bored about financial jargon
You may not understand the way your money works and you might even find it boring!
We help you to bring meaning to your money.
Peace of Mind
Wellness
Happiness
Care
Support
Your money should be used to make you happy, so we build financial plans centered around you.
We help you to focus on the things that make you feel healthy, both physically and mentally.
Your money should be used to make you happy, so we build financial plans centered around happiness.
All of our financial plans are built for people, by people who really understand you and care about your situation.
We don't just build you a financial plan and leave you to it. We're there with you to see it through.
We are with you every step of your journey.
Our process
We genuinely care about our clients, and will always be down-to-earth and transparent in all that we do. This means you are clear how your plan is working with you towards achieving your dreams, now and long into the future.
1.
We get to know you & your dreams
2.
We build & implement your plan
3.
We help you to continue to live your best life
What makes us different?
The Lucent Community
Our clients have a lot in common with each other. We give you a community of people just like you.
In our family, we have fun!
We regularly hold events with clients and their families.
We care for your Wellbeing
We help you navigate any life transition with tailored support and events.
What our clients say...
"I have confidence in Luke and all the staff at Lucent who have delivered during difficult times."
"Excellent service, cannot fault."
Johanna, Derbyshire, 2022
"What's not to love about Steve?!
Thorough, responsive, quality advice and he always makes you feel like his only client."
Ashley, West Midlands, 2022
Catherine, Oxfordshire, 2022
Contact Us
bottom of page