AboutUs
At Lucent, we are proudly and refreshingly different from your average financial planning firm. Scroll down to find out why.
.svg)
What Makes Us Different From Other Financial Planners
We’re not your typical financial planners. Sure, we’re brilliant with numbers—but we’re even better with people. We mix serious financial know-how with a splash of irreverence, a big heart, and a genuine commitment to client care.
If you like your advice straight-talking (and occasionally cheeky), you’re in the right place!
Why We Exist
We help individuals, families and business owners across Birmingham and the Midlands region to plan for their best life.
Our Purpose
To help people get the most out of life by getting the most out of their money.
Our Mission
Our mission is to help highly successful people find their purpose and organise their finances so they can design and live the life they have worked hard for.
Our Vision
We want to help at least 1,000 households across Birmingham and the Midlands achieve their desired lifestyle by organising their finances and give 100% ownership to Lucent’s employees by 2033.
What Makes Us Different
At Lucent, it’s all about your vision for life—not just numbers on a page or screen. We’re here to help you achieve your dreams with a straightforward, down-to-earth approach that centres around you and your family.
- Keep it Real: Life’s too short for sugar-coating. We’ll give you honest, clear advice that helps you move forward with confidence.
- Deliver a Solid Plan: We’ll create a robust financial plan tailored to secure your goals and bring you peace of mind.
- Put You First: With us, it’s always personal. Our friendly team offers genuine support and always acts with your best interests at heart.
- Make It Fun: Financial planning doesn’t have to be all spreadsheets and seriousness. With us, you’ll enjoy a lively, light-hearted approach every step of the way!
- Hand You a Plan & Disappear: We’re with you for the long haul, offering ongoing support and guidance whenever you need it.
- Only Focus on Money: You’re more than a balance sheet. We start with what matters to you and build a plan from there.
- Bore You With Jargon: No complicated lingo. We speak in terms that make sense, so you stay informed, not overwhelmed.
- Rip You Off: No smoke and mirrors—just clear, honest value, so you know exactly what you’re paying for and why.
Discover the PeopleWe Love to Help
At Lucent, we work with high-achieving individuals and families who have a clear vision for their future and at least £500k in investible assets.
Whether you’re preparing for retirement, organising complex finances, or putting your wealth to work, we’re here to help you shape a life well-lived. Our clients typically include:
High-Earning Individuals
Senior executives, management professionals and those in academia who want a solid plan for their future retirement, ensuring your hard work translates into financial security and life fulfilment.
High-Income Couples & Households
Families who seek clarity around their long-term goals, financial security, and legacy planning.
Business Owners & Entrepreneurs
Entrepreneurs who need to balance personal and business finances seamlessly, organising for today while securing tomorrow.
Those with a Greater Purpose
Individuals with surplus wealth who want to make a meaningful impact, be it supporting loved ones, contributing to good causes and charities, or building a lasting legacy.
What Do Our Clients Have In Common?
Our clients typically have a few things in common:
- They live life with purpose and seize opportunities for growth and enjoyment.
- They value a sense of fun, appreciating good company and a positive outlook.
- They understand the value of serious planning and are ready to make informed, impactful financial choices.
If these sort of things resonate with you, you'll probably like working with us.
Our Lucent Family
Our people genuinely care about our clients, doing everything possible to design the life that you want and deserve. We even have Care Bears to prove it!
A Clear, Purpose-Driven Approach to Managing Your Wealth
At Lucent, we believe financial planning and investing should be personal, purposeful, and evidence-based. Our holistic approach helps you build a life of financial freedom, while our disciplined investment strategy ensures your wealth grows efficiently—minimising risk, reducing costs, and keeping you in control of your future.
Navigating the investment world can feel overwhelming. Our evidence-based, risk-managed approach ensures your money works for you—minimising uncertainty, reducing costs, and helping you build lasting wealth with confidence.
Money is a tool, not the goal. Our holistic, purpose-driven approach helps you gain clarity, build confidence, and create a financial plan that truly supports your life’s ambitions.
Transparent Pricing, No Hidden Costs
At Lucent, we believe financial advice should be clear, fair, and upfront. Our straightforward pricing ensures you know exactly what you’re paying for—no surprises, just expert guidance tailored to your needs and long-term financial success.
We Help You to BringMeaning to Your Money
At Lucent, we help you bring meaning to your money by aligning it with what truly matters.
Through our expert guidance, we provide peace of mind, maximise your happiness, keep you on track, and ensure long-term financial wellness—so your wealth works for you, not the other way around.
Peace of Mind
Our team will craft you a resilient financial plan, so you can approach your future with confidence.
Maximising Your Happiness
Your money should be used to make you feel happy. Our financial plans are built so you can spend more time doing the things that truly matter.
Keeping You on Track
Through regular reviews and accountability, we keep you aligned with your goals, ensuring you stay the course toward a rewarding future.
Financial Wellness
We help you to focus on the things that make your feel healthy, both physically and mentally.
Awards & Accreditations
We place all of our effort into making sure our clients receive the best service possible. And every now and then our efforts are recognised by the industry.
Want to find out more about us?
Contact Lucent today to start building a financial plan that secures your family’s future and maximises your earning potential.
- Do you have investible assets of £500k or more and seek professional financial planning?
- Are you focused on growing your wealth while balancing family and career responsibilities?
- Do you want to optimise your tax position and investment strategy during your peak earning years?
- Are you looking for guidance on planning for your children’s education and your future financial goals?
If you answer yes to the above, get in touch.