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, 2018.

100% of our customers say we really understand their goals and objectives.

Lucent Client Survey, 2018.

We help you live the life you want.

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

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.

Meet the team

Based in Solihull we specialise in retirement planning, pensions and investments.

We share the load and bring clarity for life to individuals and families.

Client Journey

We’re an impartial adviser who keeps you on track and in control.

We help you make decisions better with Life Planning so you can live the life you want. See your journey here.

Why us?

We believe life is a journey and money is a token you swap for your next adventure.

Here’s our approach to Life Planning and the results we get.

Read what our clients think of us…

“We officially became millionaires earlier than expected thanks to a pension, tax savings and high-performing investments over six years — that’s not even including our home.”  Sandra and Craig, Birmingham

“Steve advised me to retire three years early (after changes meant early retirement would reduce defined benefit pensions). Three years later, I am still as wealthy as I would have been had I went into the office. Thanks for the three years’ holiday, Steve.”  Stuart, Solihull

“Steve saved me annual income tax bills in excess of £60,000 after I’d bought an investment abroad. If it were a number of years before I noticed, the tax penalties would have been huge.” Chris, Solihull

“The performance of the financial direction work well and he’s helping us look at projections for the future and manage our money to get the best out of it”

Based in central Solihull…

Lucent Financial Planning

Get in contact today and let’s talk!

14 + 12 =