About Lucent financial planning ltd
Lucent Financial Planning Ltd: Your Trusted Partner for Comprehensive Financial Planning
Lucent Financial Planning Ltd is a leading independent Chartered financial planning firm based in Solihull, at the heart of the Midlands. With over 20 years of experience in providing bespoke financial advice to individuals and businesses, Lucent has established itself as a trusted partner for clients seeking comprehensive and tailored solutions to their financial needs.
At Lucent, we believe that every client is unique and deserves a personalized approach to their finances. Our team of highly qualified and experienced advisors work closely with each client to understand their goals, aspirations, and concerns before developing a customized plan that meets their specific needs. We take pride in our ability to provide clear, concise advice that empowers our clients to make informed decisions about their finances.
Our Services
We offer a wide range of services designed to help individuals and businesses achieve their financial objectives. Our services include:
1. Retirement Planning: We help clients plan for retirement by assessing their current situation, identifying potential gaps or shortfalls in income or savings, and developing strategies to bridge those gaps.
2. Investment Management: We provide expert investment management services designed to help clients grow their wealth while managing risk.
3. Estate Planning: We assist clients with estate planning by helping them create wills, trusts, powers of attorney, and other legal documents necessary for effective estate management.
4. Tax Planning: We work with clients on tax planning strategies designed to minimize tax liabilities while maximizing returns on investments.
5. Business Succession Planning: For business owners looking towards retirement or exit strategies from the business we can advise on how best they can pass on ownership whilst minimising any tax implications
6.Protection Advice : Protecting your family's future is important so we offer protection advice including life insurance , critical illness cover , income protection & private medical insurance
Why Choose Lucent?
There are many reasons why you should choose Lucent Financial Planning Ltd as your trusted partner for financial planning. Here are just a few:
1. Independence: As an independent firm, we are not tied to any particular products or providers, which means we can offer truly impartial advice that is in the best interests of our clients.
2. Chartered Status: We are proud to be a Chartered firm, which means we have met the highest standards of professionalism and expertise in our field.
3. Experience: Our team has over 20 years of experience in providing bespoke financial advice to individuals and businesses across the Midlands.
4. Personalized Approach: We take a personalized approach to every client, ensuring that their unique needs and goals are at the forefront of everything we do.
5. Transparency: We believe in transparency when it comes to fees and charges, so you can be confident that you will always know what you're paying for our services.
6.Technology : We use cutting edge technology such as cashflow modelling software so clients can see how their finances will look over time
7.Communication : Communication is key ,we pride ourselves on keeping clients informed with regular reviews & updates
Conclusion
In conclusion, Lucent Financial Planning Ltd is a leading independent Chartered financial planning firm based in Solihull with over 20 years of experience providing bespoke financial advice to individuals and businesses across the Midlands . Our team takes pride in offering personalized solutions tailored specifically for each client's unique needs while maintaining transparency throughout all aspects of our services . With our independence ,chartered status ,experience & technology combined with excellent communication skills make us stand out from other firms . Contact us today for more information on how we can help you achieve your financial goals!