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The Lucent Team

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This is friendly, independent financial planning.

We focus on your dreams, not percentages and numbers. Your vision for what you want to achieve in life is the most important thing.

Our supportive team has been designed specifically to offer the best options for you and your family's financial future.

Your Planning Team

Meet our friendly team who will help you identify what you want from life, and how your money can help you get there.

Steve.webp

Steven Rowe

Director & Independent Chartered Financial Planner

Kate.webp

Kate Evans

Independent Financial Planner

Luke.webp

Luke James

Independent Financial Planner & Divorce Finance Specialist

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Keely Woods

Independent Financial Planner

Your Business & Support Team

Our supportive team is on-hand to offer the best options for you and your family's financial future.

Hannah.webp

Hannah Knight

Chief Operating Officer

Lynsey.webp

Lynsey Saidler

Senior Paraplanner

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Ellie Pemberton

Paraplanner

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Jasmine Clarke

Client Services Team Manager

Scott.webp

Scott Ballard

Paraplanner

Karen.webp

Karen McKim

Senior Client Services Manager

Joe.webp

Joseph Collins

Client Services Manager

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Hasna Sahul Hameed

Client Services Manager

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Jessica Browning

Client Services Manager

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Stacey Weatherstone

Client Experience Manager

"Luke was a good listening ear, able to address any issues you may think you have. Positive and upbeat in character, able to give knowledgeable advice to meet your goals or requirements."

- Clive,
West Midlands

100%

of our client community say their financial future is safe in our hands.

Lucent Client Survey, 2022

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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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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