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Lucent Community

Be part of something bigger.

Here at Lucent, we pride ourselves on our family feel, and strive to build a strong community with colleagues, clients and local individuals and businesses. 

Education

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We know it can be a minefield of jargon, acronyms and conflicting or changing information. We are on a mission to help bring clarity to the mystical world of finance!

We do this through seminars, workshops and providing you with up to date educational content through Ubuntu.

Wellbeing

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Many clients come to us at a time of transition in their lives – from retirement, estate planning and later life care to divorce and bereavement to name a few.

Whatever the situation, we want to help clients navigate things as smoothly as possible.

We have a wide range of trusted partners, from solicitors to psychologists on hand to support our clients needs.

Fun

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We like to get members of our community together for tailored events like meals, wine-tastings, golf, and more…

Our regular Walk and Talk sessions are really popular, combining wellbeing and fun with a good leg stretch in the beautiful Midlands countryside, with some great company. Our work is all about enjoying life, after all!

See our socials

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By clicking the above links you are leaving the website of Lucent Financial Planning, and we cannot be held responsible for the content of these external websites.

This is Ubuntu.

We love our client community so much here at Lucent that we launched an official community platform just for you!

All of our clients get access to the exclusive Lucent community where we have:

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Exclusive regular events

Videos & Content

A secret, welcome forum

Online and in person events created for you.

Online help and support for your financial, physical and mental wellbeing.

Join like-minded people and create friendships, connections and more!

Contact Us:

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0121 705 1000

Business Hours: Monday to Friday, 9am - 5pm

Get insights from us:

Sign up to our regular newsletter for ideas, tips and more to help you get a grip of your finances.

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  • Facebook
  • LinkedIn

By clicking the above links to Facebook and LinkedIn, you are leaving the website of Lucent Financial Planning, and we cannot be held responsible for the content of these external websites.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

The value of your investment can go down as well as up and you may not get back the full amount you invested.

Lucent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority, and entered on the Financial Services Register (https://register.fca.org.uk/) under firm reference number 945107. Registered in England and Wales No. 08191924 Registered address: 1b The Exchange, 20a Poplar Road, Solihull, B91 3AB. Tel: 0121 705 1000.

The Financial Conduct Authority does not regulate Inheritance Tax Planning, Tax Planning or Business Planning.

If you wish to register a complaint, please write to or telephone Steven Rowe (tel: 0121 7051000 / 
email: steven.rowe@lucentfinancialplanning.co.uk / post: Lucent Financial Planning, Compliance Manager, 1b The Exchange, 20a Poplar Road, Solihull, B91 3AB)
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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