Lucent Financial Planning
Friendly Financial Planning for your Exciting Future We help great people in the Midlands find their purpose, organise their finances and design the life that they want and deserve. The challenges we solve: 🤔 Uncertainty about the future Confusion over your finances Bored about financial jargon To help those challenges, here's what we help our clients with: Provide you with peace of mind Give you a clear path to achieve your goals Make your financial future as fun as possible Give you a financial plan to help you to achieve your dreams Plus, we are also specialists in: Making your financial options clear on divorce Ensuring you have a later life care plan in place Our friendly team are with you every step of your journey. Let's start to build your exciting future today. Lucent Financial Planning Ltd is directly authorised and regulated by the Financial Conduct Authority FRN 945107. Lucent Financial Planning Ltd is registered in England and Wales. Registered number: 8191924.
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Verified contacts
23
available on Kipplo
LinkedIn employees
21
11 to 50 range
Open roles
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no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- RA
Rachel Aucott
Client Experience & Head of Operations · Operations
EmailPhone - SR
Steven Rowe
Director & Ifa · General Business & Management
EmailPhone - EP
Ellie Pemberton
Financial Planner · Finance & Accounting
EmailPhone - JE
Jamie Eden
Client Services Manager · Customer/Client Service
EmailPhone - JC
Jasmine Clarke
Client Services Team Manager · Customer/Client Service
EmailPhone - JC
Joseph Collins
Client Services Manager · Customer/Client Service
EmailPhone - KM
Karen McKim
Senior Client Services Manager · Customer/Client Service
EmailPhone - KE
Kate Evans
Independent Financial Planner · Finance & Accounting
EmailPhone - KW
Keely Woods
Chartered Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Lucent Financial Planning
17 distinct titles indexed · top 10 shown.
- 4client services manager
- 2chartered financial planner
- 2director & ifa
- 2independent financial advisor
- 1chief operations officer operations director
- 1client experience & business analysis manager
- 1client experience & head of operations
- 1client experience manager
- 1client review manager
- 1client services team manager
- +7more titles
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