We are a down to earth and truly independent Chartered financial planning firm based in the heart of the Midlands, Solihull. Each member of our team is dedicated to providing the best service possible, with a friendly, human touch, and always with your best interests at heart. We aim to break the mould of a boring financial company and focus on making your experience interesting and fun!
We remove worry, minimise risk and maximise return through our holistic Life Planning service. That means we work with you to get you to where you want to be, from savings and investments to insurances and protection, retirement planning, inheritance tax and more. Everything we do is for the individual, in line with their unique hopes and dreams for the future & their attitude to investment & risk.
We remove worry, minimise risk and maximise return through our holistic Life Planning service. That means we work with you to get you to where you want to be, from savings and investments to insurances and protection, retirement planning, inheritance tax and more. Everything we do is for the individual, in line with their unique hopes and dreams for the future & their attitude to investment & risk.
Services
We focus on your dreams, not percentages and numbers-and we want to hear your future vision. We give you guidance to help you make your own decisions by understanding your fears and ambitions. We back up our advice with reasoning, we're not attached to any organisations, and have no vested interest in any products.
Watch our short video, for an insight into the role of a Financial Planner, and how we help our clients achieve the future they really want. We believe life is a journey and money is a token you swap for your next adventure, and aim to help individuals and ambitious business leaders make the most of their money, from savings and investments to retirement planning, inheritance tax planning and insurance/protection.
Define your Goals: Having a plan is the 1st step toward defining your goals- realise them, make them happen!. Risks: Identify the risks and challenges and spot any financial pitfalls and correct them. The Plan: A tangible plan of your life, brought to life by a Lucent Plan Expert and advanced software.
Let our mascot, Penny, bring your finances to life and boost your knowledge with your Personalised Finance Portal and Financial Hub - your knowledge piggy bank for all things financial! Online access Easy, secure online access to your financial information all in one place, 24/7. Available on desktop, mobile and tablet.
We can't wait to meet you! Why not call us for a free, no-obligation meeting to discuss your financial future? The Exchange is in the centre of Solihull and is in close proximity to Touchwood Shopping Centre. We are 3 minutes' walk from Solihull Railway station and adjacent to Lode Lane car park which provide pay and display car parking.
