Lucent Financial Planning

24/06/2026

“Cold hands, warm heart”… but maybe not the best time to make a big decision ❄️💙

In this clip from our latest Juggling Mind & Money episode, Sonya Lutter - money psychologist and researcher at Texas Tech University explains that when your hands are cold, your body has gone into a stress response.

And in that moment?

You’re wired for quick, short-term decisions - not thoughtful, long-term ones.
It’s such a powerful reminder that money decisions aren’t just about logic; they’re emotional, physical, and human.

That’s why at Lucent, we focus on more than just financial plans. We create space for people to feel calm, supported, and able to think clearly - because that’s when the best decisions happen.

If you found this interesting, the full episode dives deeper into the psychology of money and relationships.

🎧 Listen via the link in the comments 👇

23/06/2026

✨ Team Talk Tuesday ✨

Sunshine + weekends = lots of great moments this week at Lucent 💛 (and plenty of travel envy too!)

🇮🇹 Jasmine explored Milan and Lake Como (and the gluten‑free treats looked amazing!)

🇪🇸 Jamie enjoyed a long weekend in Spain - complete with an Oasis tribute band

🏕️ Keely went camping in Bournemouth, with good food and even better company

🌿 Aline spent time spotting wildlife at Sutton Park

🌳 Rachel enjoyed a sunny walk in the Waseley Hills

🌊 Becky visited Stratford and spent time by the river

🎨 Jess and family got creative with pottery painting

From sunshine strolls to city breaks, a lovely mix of ways to enjoy life beyond the desk 💙

👇 What have you been up to this week and how have you managed to stay cool?
We’d love to hear your highlights ✨

16/06/2026

✨ Team Talk Tuesday ✨

We have some very special news to share this week…

👶 Huge congratulations to Jess and her family on the arrival of baby Rudy! We’re so pleased to hear they’re all doing well - and still finding time to take big brother Cass to birthday parties! Looking forward to cuddles with Rudy soon!

And elsewhere across the team this week:
🎭 Ellie & Becky enjoyed We Will Rock You at the theatre
🌸 Jas spent time admiring the flowers at the allotment
🔥 Karen enjoyed a sauna and wild swim at the Lakes and Lavender Hall
🌿 Rachel had a lovely walk around the mill pond
🐄 New team member, Lee took his godchildren to a farm… and may have had just as much fun as they did! Welcome Lee - we hope working with us is just as much fun!

A lovely mix of big milestones and simple pleasures this week💙

👇 What have you been up to?
We’d love to hear your highlights ✨

15/06/2026

🌞 We got lucky with the weather for today’s Walk & Talk - and the Alcester countryside didn’t disappoint 🌿

Thank you so much to everyone who came along - we hope you enjoyed the fresh air, great company and relaxed pace as much as we did.

Next date for your diary: 5th August… keep an eye out for more details soon 👀

11/06/2026

Our next Investment Club is just around the corner (25th June!), and this time we’re talking all things ESG investing 🌱

It’s a great session for anyone who wants to go beyond the headlines and really understand what responsible investing looks like in practice.

We keep numbers small so everyone can get involved in the conversation; that means spaces are limited.

If it sounds like something you’d enjoy, take a look at the post below and let us know if you’d like to join us 👇

📈 If you love getting into the detail of investing (the real detail)… this one’s for you.

We’re hosting our second Investment Club event of the year - a relaxed evening with a small group, good food, and plenty of time for questions… but the focus is very much on the nitty gritty of how investing is actually done.

This session is all about ESG & sustainable investing 🌳looking at how ESG factors are used in practice and how they can (and sometimes can’t!) support long-term investment goals. Expect a proper deep dive rather than a surface-level overview.

Event details:
🗓 25th June 2026
🕕 6:00pm
📍 Lucent offices, The Exchange, Solihull
🍔 Food provided
🚗 Free parking

Places are limited - secure yours by emailing [email protected] and be sure to include your car registration.

10/06/2026

A huge thank you to Compex IT for treating us to some delicious doughnuts today - safe to say they didn’t last long!

We really appreciate the thoughtful surprise… you’ve definitely earned extra brownie points (or should we say doughnut points 😄)

09/06/2026

✨ Team Talk Tuesday ✨

What a mix of moments this week - travel, celebrations and plenty of time well spent! Planning for tomorrow, living for today.

🎶 Jamie enjoyed live music at Cardiff Castle

🇫🇷 Jas travelled to France to support a friend in her final GB 7s rugby tournament

🚴‍♀️ Hannah squeezed in parkrun, a 10‑mile bike ride and enduro bike racing support!

🎭 Rachel went to see Derren Brown (and now the team are all trying to work out how he does it!)

🎉 Steve celebrated a friend’s milestone birthday and caught up with old friends

🍷 Becky enjoyed a lovely spot of wine tasting at Vagabond in Birmingham

A bit of everything this week - and that’s what makes it special.

👇 What have you been up to?
We’d love to hear your highlights 💛✨

05/06/2026

In case you missed it… we’ve been certified as a Great Place to Work 🎉 we're still buzzing from the news!

It’s extra special because it’s based on what our team had to say 💙

We couldn’t be prouder of the culture we’ve built together.

04/06/2026

“Ships are safe in the harbour, but that’s not what ships are for.” ⛵

Our latest Juggling Mind & Money episode is all about certainty, uncertainty, and why trying to control everything can sometimes cost us more than we realise.

Steve and Jess chat about why our brains crave predictability, why money can’t guarantee peace of mind, and how building flexibility into life and financial planning can help us handle the wobble a little better.

🎬Watch this short clip, then catch the full episode (link in the comments)

03/06/2026

Three more reasons to celebrate 🎉

We’ve been shortlisted in a fantastic THREE categories at the 2026 Money Marketing Awards:
🏆 Best Retirement Advice Firm
🏆 Small Advice Firm of the Year
🏆 Best Use of AI by an Advice Firm

We’re incredibly proud of the whole team - and so grateful to our amazing clients for your continued trust and support 💙

Find out more about the awards here:

The Money Marketing Awards recognise the very best advisers and providers the industry has to offer. The accolades are not awarded lightly. Several rounds of shortlisting take place before the judge's comb through each entry and decide on a winner.