Lucent Financial Planning Ltd. - Solihull

Paul K.

Been a customer with the Lucent team for many years now and have received exceptional support year on year when making financial decisions. The whole team have a great wealth of experience and knowledge that reflects in the output of the decisions we make together, allowing us to fulfill our dreams and goals.

Ben W.

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.

John C.

I can't recommend the team at Lucent and Steve enough. We have used them for consolidation of pensions and investment advice for many years now and they have been superb. It's extremely rare to find an advisor with such deep domain expertise who also focus on life strategies and making financial matters fun, engaging and (dare I say it) exciting! Thanks Steve and Team Lucent!

Jo B.

We decided after some research to use Lucent to help us sort our finances and plan for our future retirement. From the very first moment of meeting, we were made to feel so welcome. We felt so relaxed and at ease. We felt staff were honest and trustworthy and talked in a way we understood. They really helped us to understand the concept of lifestyle financial planning and it made a lot of sense. From this meeting we now know where we are heading and it feels so positive. Thank you!

Nigel T.

We were thinking about how to plan for our retirement and a relative suggested we talk to Lucent. We met with Kate and she guided us through the financial pension minefield with expertise, understanding and considered our needs at every stage.
Our primary concern was getting our pensions in order, Kate took a different approach and asked what we wanted from our retirement. This wasn't just financial planning, this was lifestyle financial planning. It's thinking less about how much money we have and more about enjoying retirement, and a plan of how this can be achieved.
Kate devised various plans and set out the steps needed to reach our goal. She also told us to leave certain things as they were because this was the best option. It really is refreshing to speak to professionals that know their job but are always thinking of the client before making a quick buck.
We highly recommend anyone thinking of retiring or needing some financial advice to speak to Lucent, they are lovely people and it could be the best financial decision you make!

Mike S.

A financial planning company with a difference! The team at Lucent really put your financial wishes, aspirations and dreams at the forefront and they do everything possible to help you achieve this. They have a friendly, very knowledgable and fun way of helping you through financial matters. Who would ever have thought that sorting your finances could be a fun and interesting experience!
Lucent have helped me with my pension planning, how to understand investments and potential implications, but most importantly have given me peace of mind as well as a good long term retirement plan, which also gives me the means to enjoy my self now.
Thanks to you all at Lucent and I look forward to many more years of working together with you.

Simon H.

Quite honestly these lovely people are fantastic! The service they offer is centred on what you as the client want to do with your retirement, and how they can help you achieve that goal. They are not pushy, and don't blind you with science or jargon either.
The service doesn't stop at financial advice either; we love the monthly 'Walk & Talk' events, the social events with other clients, and the very human approach of all the wonderful Lucent Team.

I can't recommend them highly enough. Go and talk to them; you'll be glad you did!

Peter H.

We have used Lucent Financial Planning since 2009. They have have helped us enormously in consolidating pensions, managing investments and showing us that we could retire early and have enough money to live the life we want to with out feeling like we have to watch every penny.
Lucent engage with their clients in a way that is more than just about "the numbers" but actively encourage interaction with their team and other clients to share knowledge, experiences and create wide ranging social group activities which expands their "value add".
We are really pleased that the recommendation to join Lucent has been a great move for us and would highly recommend them to anyone looking to maximise their opportunities to retire earlier and live the life you want to.