John and Sue Adams

Tailored Financial Planning

Sue and her husband John explain how they ended up as Lucent clients. Hear their story.

Mark & Jan Whittington

Tailored Financial Planning

Mark and Jan talk at a recent Lucent Seminar about the unexpected side of working with us - our Lucent community.

Derek McCormick

Tailored Financial Planning

Derek shares how working with Lucent transformed his outlook. His story is honest, uplifting, and a must-watch for anyone curious about what real client care looks like.

Rachel Hunter-Rowe

Tailored Financial Planning

Discover why Rachel 'highly' recommends Lucent.

Simon Featherstone

Tailored Financial Planning

Hear Simon's story as to why he chose Lucent to help organise his mixture of employment, business and pension income to secure his family's financial future.

Steve Boswell

Tailored Financial Planning

Steve runs a pharmaceutical company and chose Lucent to help him balance his business and personal finances. He's been a client for over 10 years, hear his story.

Chris and Anne Bocking

Tailored Financial Planning

After a career in financial services, Anne was surprised by Lucent's personal and fun approach to financial planning - focusing not just on the numbers, but on living the life they want, and the ability to spend and share their money with those they care about.

Mark Lambert

Why financial professionals choose us

As a financial professional, Mark has a good grasp of all things finance-related. However, he recognises the limitations that can hold us back when it comes to managing our own financial future. That's why he trusts Lucent to help him find the right balance between planning for the future and living for today.

Dave Walker

Tailored Financial Planning

When Dave needed guidance on his pension, his friend recommended Lucent. Hear Dave's take on Lucent and why he has never looked back.

David & Donna Homer

Tailored Financial Planning

David & Donna reflect on their journey with Lucent. Their story is warm, genuine, and full of insight into what makes working with Lucent truly special.

Tim Zink

Tailored Financial Planning

Solihull businessman Tim was looking for a financial planner that was down-to-earth and could explain things in laymen's terms. Hear why Tim chose Lucent.

Hazel Cartel

Why financial professionals choose us

Having worked in financial services throughout her career, she knew exactly what to look for when choosing a new financial planner. After meeting Steve and the Lucent team, she was impressed by their personal, down-to-earth approach and their focus on life rather than simply growing investments. Lucent helped her rethink her relationship with money, giving her the confidence to enjoy more of what she had worked hard to build, including buying a holiday lodge in the countryside. What stands out most to her is the genuinely personal service and the feeling of being known and valued by the whole team.

Lynn Smith

Planning for retirement

Lynn, a former employee at Jaguar Land Rover planned to retire early, and did just that with Lucent's help. Hear Lynn's story and why she's now living the dream.

Gary & Tracy Montgomery

Planning for retirement

After being recommended to Lucent by friends, Tracey and her husband wanted to understand whether they could maintain the quality of life they enjoyed as they approached retirement. With guidance from Ellie and the Lucent team, they gained the confidence and financial clarity to make that transition, including retiring earlier than expected. Now both retired, they particularly value the regular contact, personal relationship and reassurance of knowing that Lucent understands their circumstances and is there whenever they need support.

Phil Meredith

Planning for retirement

After 41 years with Jaguar Land Rover, Phil wanted to know whether early retirement could become a reality. Working with Lucent gave Phil and his wife the practical financial guidance and long-term planning they needed to make that decision with confidence. Four years on, Phil values not only the financial security their plan provides, but also the personal relationship and trust they have built with the Lucent team, allowing them to focus less on financial worries and more on enjoying life.

Vicky Clark

Planning for retirement

Listen to Vicky’s story about working with Lucent and how financial planning has made a difference in her life.

Adrian Basu

Planning for retirement

Adrian shares how Lucent helped him navigate complex financial decisions with confidence and clarity. His story is a testament to the power of personalised advice and genuine care.

Teressa Meredith

Planning for retirement

Theresa came to Lucent unsure whether retirement was financially possible and with around seven different pensions to make sense of. Steve helped her understand her financial position, bring clarity to her retirement options and, most importantly, gave her the confidence to retire. Theresa particularly values the way complex financial matters are explained simply and without making them feel intimidating, as well as the kindness and support she has received from the wider Lucent team.

Ed Jackson

Planning for retirement

Ed retired at 57 and his friend recommended Lucent. Hear what he has to say about his Lucent experience.

Ian Birch

Planning for retirement

Ian has been an employee at Jaguar Land Rover for 41 years and shares his story as to why he chose Lucent to change his pension as he nears retirement.

Kirsty MacManus

Divorce or separation

Kirsty came to Lucent for help during her divorce. Our divorce specialist, Luke, and the team supported her through this major life transition - making the money side work, but more importantly ensuring she was looked after and comfortable throughout the process.

Suzanne Lazarus

Death of a spouse

After her husband passed away unexpectedly, she found herself facing an incredibly difficult period, with pensions, insurance, tax and other financial matters adding to the uncertainty. Lucent helped her bring everything together, supported her through the sale of her business and provided guidance that went far beyond financial planning. Today, she feels more confident about her finances and, importantly, about planning a secure future for herself and her two children.

Nigel Lake

Wealth transfer

Nigel shares how working with Lucent is about more than just the numbers - we're proud to bring the numbers to life and make planning your future lots of fun!

Pat Curran

Wealth transfer

Pat is a long-term Lucent client - here she shares how she feels about working with us, including the family community we create for our clients.

Michael Collins

Tailored Financial Planning

Michael first got to know Lucent as a guest of a client at one of our events. seeing the fun side of the team first. As soon as he sat in a meeting, he was reassured by the structure, organisation and professionalism, and felt confident that we were the people to help look after his future.

Dave and Mel

Selling a business

Hear Dave and Mel's story as to why they chose Lucent to help consolidate their pensions and plan for their retirement after successful careers as company directors.