OurPurpose
At Lucent, our purpose is to help people get more from life by getting more from their money. That means helping our clients make confident financial decisions, enjoy the wealth they have worked hard to create and use it in ways that bring greater freedom, security and fulfilment. But our responsibility does not stop with our clients. We believe a successful business should create lasting value for its people, its communities and the environment too.
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Money Should Make Life Better. So Should Business.
Financial planning should be about far more than pensions, investments and tax allowances.
Money is a tool. Used thoughtfully, it can create choice, support the people and causes that matter, prepare for uncertainty and help people live with greater confidence and purpose.
That belief shapes how we advise our clients, support our colleagues, contribute to our community and make decisions about the way Lucent operates.
Helping Clients Live Better Lives
Our conversations begin with people, not products.
We take the time to understand what matters most to each client and build a financial plan around the life they want to live.
We aim to make complex decisions easier to understand, reduce the administrative burden of managing money and give clients greater confidence about their future.
Success is not measured solely by investment returns or assets under management. It is also measured by the choices, opportunities and life outcomes our planning helps make possible.
Where responsible-investment preferences matter to a client, we explore those preferences, explain the available approaches and help them make informed choices alongside their wider financial objectives.
Creating a Great Place to Work
Outstanding client outcomes begin with people who feel trusted, supported and able to do their best work.
We are committed to creating a workplace where colleagues can develop, contribute and build fulfilling careers.
We are proud to have been recognised as a Great Place to Work®, reflecting our focus on wellbeing, professional development, trust and inclusion.
Our long-term ambition is for Lucent to become fully employee owned by 2033, allowing the people who help create the value of the business to share more directly in its future.
Supporting Our Community
We want Lucent to be an active and useful member of the community around us.
We support local causes, share our knowledge and look for practical ways to improve financial understanding and wellbeing.
Our partnership with Coventry University also allows us to support the next generation of financial-planning professionals through mentoring, real-world learning and industry engagement.
Reducing Our Environmental Impact
We recognise that every business has an environmental footprint.
We are working to understand ours more clearly and reduce it over time through more responsible choices around travel, technology, purchasing, waste and the suppliers we work with.
We will be open about where we are starting, what we are improving and the progress we make.
Our Journey Towards B Corp Certification
We are working towards becoming a Certified B Corporation. For us, this is not simply about achieving another accreditation. It is about examining how Lucent operates, strengthening our accountability and creating a clear framework for improving our social and environmental impact.
The process is helping us assess areas including governance, employee experience, client stewardship, community contribution, environmental responsibility and supplier relationships.
We are not yet a Certified B Corporation and will only describe ourselves as certified once the formal assessment and verification process has been completed.
Measuring What Matters
Purpose only matters when it influences action. We are committed to measuring our progress, reporting openly and continuing to improve.
That means looking at the outcomes we create for clients, the experience of our employees, our contribution to the community and the environmental impact of our operations.
As our work develops, we will publish updates showing what we have achieved, where we need to do better and what we will focus on next.
Building a Better Kind of Financial Planning Business
We will not always get everything right.
But we will keep asking better questions, making more thoughtful decisions and holding ourselves accountable for the impact we create.
Because when our clients flourish, our people thrive and our communities grow stronger, the value of good financial planning extends far beyond money.
