Lucent Financial Planning

Lucent Financial Planning is an independent financial and wealth planning advisory firm based in Birmingham. They assist clients in organising their finances and designing a life tailored to their individual goals.
  • Tax Planning
  • Insurance & Protection
  • Inheritance Tax Planning
  • Divorce Financial Planning
  • Pensions, Savings & Investments
  • Philanthropy & Impact Investing

Size
Small
Phone
0121 705 1000
Email
Available in Endole App
Locations
1b, The Exchange, 20a Poplar Rd, B91 3AB
01217051000
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Eastcote Wealth Management
Eastcote Wealth Management is a leading firm of Chartered Financial Planners based in Solihull, offering independent financial advice to individuals and businesses.
MWS Financial Advisers Limited
MWS Financial Advisers Limited is a trusted and recommended financial services and wealth management provider in Solihull.
Alpha Partnership IFA Independent Financial Advisers
Alpha Partnership is a reputable firm providing independent financial advice tailored to the unique needs of clients.
Company Details
Lucent Financial Planning is operated by Lucent Financial Planning Ltd and is a Active company incorporated on 28 August 2012 with the registered office located in Solihull, West Midlands. Lucent Financial Planning Ltd was registered 13 years ago.

Status
Active
Size
Small
Directors
1
Age
13 years old
Employees
15
Turnover
Unreported
Total Assets
£926.98K
Cash in Bank
£231.36K
Total Liabilities
-£138.5K

Director • PSC • Financial Adviser • British • Lives in England • Born in Dec 1977
Mrs Hannah Knight
PSC • British • Lives in England • Born in Feb 1983
Teams
All
16
Management
9
Finance
6
Other
1
Chief Operations Officer/Operations Director • Joined Nov 2017
Director & IFA • Joined Aug 2009
Client Experience Manager • Joined May 2016
Client Services Manager • Joined Mar 2025
Client Services Manager • Joined Jul 2024
Client Services Manager • Joined Nov 2023
Client Services Manager • Joined Nov 2024
Senior Client Services Manager • Joined Sep 2022
Client Services Team Manager • Joined May 2024
Psychologist And Coach • Joined Dec 2020
Chief Operations Officer/Operations Director • Joined Nov 2017
Director & IFA • Joined Aug 2009
Client Experience Manager • Joined May 2016
Client Services Manager • Joined Mar 2025
Client Services Manager • Joined Jul 2024
Client Services Manager • Joined Nov 2023
Client Services Manager • Joined Nov 2024
Senior Client Services Manager • Joined Sep 2022
Client Services Team Manager • Joined May 2024
Independent Financial Planner • Joined May 2022
Independent Financial Advisor • Joined Aug 2021
Paraplanner • Joined Aug 2024
Paraplanner
Paraplanner • Joined Nov 2023
Senior Paraplanner • Joined Jan 2023
Psychologist And Coach • Joined Dec 2020
View 16 members