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Lucent Financial Planning Ltd
Lucent Financial Planning Ltd
Initial consultation free
Independent
At Lucent we help you make your money work harder so you can live your dream life. We do this by identifying your purpose, understanding your aspirations, and organising your finances so you can live the life you’ve always wanted.
We can advise you on
Clients
helped
204
Minimum
pension value
£250k+
Minimum
wealth
£100k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Steven Rowe CHARTERED FINANCIAL PLANNER
Director, Chartered Independent Financial Adviser and Planner
Mr Luke James
Chartered Independent Financial Adviser and Planner
What our clients say
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Ben
I recently worked with Lucent for my financial planning and life management, and I'm really happy with their service. They took the time to understand my unique situation and goals, ensuring every recommendation aligned perfectly with my needs. A special mention goes to Keely, whose exceptional customer service made the entire process smooth, enjoyable and fun! I highly recommend Lucent for reliable, insightful, and personalized financial planning. They really stand out from the crowd and make the process enjoyable from start to finish.
a
Andrew
We have used Lucent for several years and found them outstanding advisors. Having had several negative experiences in the past, we were very wary about dealing with a Retirement Advisor. However, Steve Rowe from Lucent is an outstanding example of how a brilliant advisor can turn around even the most sceptical client. Steve always provides a concise and accurate overview of the market. We particularly liked that he was able to provide such a knowledgeable, balanced approach to investments. He is exceptionally capable and we are always confident that he will carry through all our instructions, starting direct debits and organising fund movements exactly as we have discussed. We have great confidence in him and are exceptionally happy with Steve and Lucent Financial. In essence, he has turned around our very negative views and made us appreciate the value of a good financial planner.
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Steve
As a seasoned investor, I had always made my own decisions regarding where and when to invest my money. However, when it came to investing my substantial pension fund I felt that I needed to bring on board some professional expertise to ensure that it was protected whilst still allowing it to grow until I took my annuity. Steven Rowe helped me to understand what options were available to me and helped me to finalise my investment portfolio strategy. I now have a balanced portfolio consisting of several investments ranging from safe options offering guaranteed modest growth right through to higher risk investments that could yield much higher returns over the next few years. His help in achieving this outcome has been invaluable and I would recommend anyone who has a large sum of money to invest to seek his advice before making any final decisions.
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David
Very professional and friendly! My Advisor Luke James comes to my home which is very helpful and gives me very good advice and support with my finances and needs.
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