top of page
This is friendly, independent financial planning.
We focus on your dreams, not percentages and numbers. Your vision for what you want to achieve in life is the most important thing.
Our supportive team has been designed specifically to offer the best options for you and your family's financial future.
Your Planning Team
Meet our friendly team who will help you identify what you want from life, and how your money can help you get there.
Your Business & Support Team
Our supportive team is on-hand to offer the best options for you and your family's financial future.
Hannah Knight
Chief Operating Officer
Jasmine Clarke
Client Services Team Manager
Lynsey Saidler
Senior Paraplanner
Karen McKim
Senior Client Services Manager
Scott Ballard
Paraplanner
Joseph Collins
Client Services Manager
Amber Gerard
Client Services Manager
Jai Parmar
Paraplanner
Amardeep Mann
Client Services Manager
Lisa Weatherstone
Client Services Manager
James Montgomery
Client Services Manager
"Luke was a good listening ear, able to address any issues you may think you have. Positive and upbeat in character, able to give knowledgeable advice to meet your goals or requirements."
- Clive,
West Midlands
100%
of our client community say their financial future is safe in our hands.
Lucent Client Survey, 2022
bottom of page