Independent Financial Planners that enable you to achieve your life and monetary goals through careful financial planning
5 customer reviews
Michael Niblett
Fantastic service. Highly recommended. Knowledge is of the highest standard. Best financial adviser in Solihull wouldn’t go anywhere else
Reviewed on Google Maps
Sugar Mouse
Recently used lucent and found them very Professional and helpful would highly recommend them for all their services. Nothing was too much trouble and delivered a great service. Many thanks
Reviewed on Google Maps
Eleanor Sumner
Very clear and gave a different view of spending to other FP's I've seen.
Reviewed on Google Maps
Laura Hankey
Great service! Would highly recommend to family and friends.
Reviewed on Google Maps
Neil Gilbert
Always apprehensive when talking financial matters with ‘strangers’, I was a little more relaxed knowing that a friend had recommended these guys. Hallelujah !! My advisor listened to my needs, taylored a package that works for me and has restored my faith in financial advisors. Will be using, and recommending, again without hesitation. More...
Reviewed on Google Maps
What do you love most about your job?
I love being able to clear the mist from people's minds regarding their finances and how money can help them live the life they want.
What inspired you to start your own business?
I was unhappy with the level of service I was able to offer as an employed adviser and felt I could offer a much fuller and bespoke service to clients that are willing to consider an alternative way of viewing their finances.
Why should our clients choose you?
We offer in depth, personal service to clients in a friendly a light hearted manner that enables them to focus on the true worth and value of their money.