Steve Rowe

Lucent Financial Planning are ‘Inspiring Advisers Lifestyle Financial Planner of the Year 2023’

We believe that money is a means to an end, not an end in itself. That’s why we help you use your money to enhance your lifestyle options and make your later years as comfortable as possible. We know that you care about your loved ones and want to leave them a legacy, but we also know that they care about you and want you to enjoy your life. That’s why we help you balance these objectives, so that you can receive the best care and comfort, while also knowing how much your children may inherit from you.

We are able to help with managing care costs and structuring pensions, investments and savings to give the most tax efficient returns to achieve the above.