of our customers say their wealth is in safe hands with us.

of our customers say we really understand their goals and objectives.

We help you live the life you want.

100% of our customers say their wealth is in safe hands with us.

Lucent Client Survey – Results from 137 Client responses from 137 Client surveys from 2020 – March 2022

of our customers say we really understand their goals and objectives.

We help you live the life you want.


Welcome to Lucent Financial Planning!

We are a down to earth and truly independent Chartered financial planning firm based in the heart of the Midlands, Solihull.

We pride ourselves in doing the right thing by all of our clients. We work together, with you, to help you live the life you want.


in person or online

Click here

VouchedFor Top Rated 2022

Associate Firm: Personal Finance Society

We help ambitious business leaders make better
financial decisions
to realise their dreams..

Get to know our advisers

Steven Rowe

Director & Independent Financial Planner

Kelly Xue

Chartered Financial Planner

Luke James

Independent Financial Adviser & Planner

Lucent team sofa

Meet the team

Our service is personal to you.

Each member of our team is dedicated to providing the best service possible, with a friendly, human touch, and always with your best interests at heart. We aim to break the mould of a boring financial company and focus on making your experience interesting and fun!

Find out more about us

Adviser Meeting

What we do

We remove worry, minimise risk and maximise return through our holistic Life Planning service.

That means we work with you to get you to where you want to be, from savings and investments to insurances and protection, retirement planning, inheritance tax and more.

Find out more about our services

Unicorn - unique plans to help achieve your dreams

Why us?

Everything we do is for the individual, in line with their unique hopes and dreams for the future & their attitude to investment & risk.

We develop a robust plan, then work with clients to help them stay on track and reach their individual goals.

Find out more about our approach and the results we get.

Lucent Community

Our Community

At Lucent, we do things differently.

We pride ourselves on our family feel, and strive to build a strong community with colleagues, clients and local individuals and businesses. We run regular social and educational events to help with your finances and your life!

Find out more about our past and upcoming events

Not ready for our full advice service?

Our Remote Guidance offering may be just what you’re looking for!


Build your own Life Plan!

Everything starts with a plan.

Here at Lucent we give you the opportunity to build your own. Whether you want a simple indication or a more Comprehensive option. There’s something for everyone. It’s yours to keep for life!

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Build your Personal Hub!

Whether you join us for your ongoing advice support or want to do it yourself.

You can build your own Personal hub. You will have access to your accounts all in one place, an information hub at your fingertips and much more!

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What our clients say


Based in central Solihull…

Free Parking in Solihull Centre

We know parking in the town centre can be tricky, so we offer free parking for all meetings at our offices, at Lode Lane car park, just next door. We’ll book for 3 hours, so there’s no rush for the meeting, and you’ll even have time to pop into town for refreshments or a quick shopping trip!

Get in contact today and let’s talk!

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