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Lucent Financial Planning Friendly Financial Planning for your Exciting Future ✨

12/10/2026

What if your fears are pushing you towards the very outcome you're trying to avoid? 🤔

That's the fascinating idea Steve and Jess explore in this clip from the latest Juggling Mind & Money podcast.

It's one of those moments that makes you stop and think about the decisions you make, not just with money, but in all areas of life.

Watch the clip below and, if it resonates, listen to the full episode (link in the comments) where they unpack how fear influences our thinking and what we can do about it.

🎧 Worth a listen.

08/10/2026

Ever notice how so many worries seem completely different on the surface... but underneath they're really asking the same question?

"Can I handle this?"

In this week's Juggling Mind & Money podcast, Steve and Jess dive into the psychology of fear and why it shows up everywhere, from investing and mortgages to public speaking, retirement and everyday life.

Fear often feels like a warning about the future. But what if it's really just your brain trying a little too hard to protect you?

It's a fascinating conversation packed with practical tips, personal stories and a reassuring reminder that you're probably far more capable than your fears would have you believe.

🎧 Watch or listen today and discover why a simple change in perspective can make all the difference. (link in the comments, or find us wherever you get your podcasts)

What a soggy morning! ☔😄A massive thank you to everyone who joined us for yesterday's Walk & Talk around Olton. Despite ...
08/10/2026

What a soggy morning! ☔😄

A massive thank you to everyone who joined us for yesterday's Walk & Talk around Olton. Despite the rain, there were plenty of smiles as we explored the area's hidden secrets and stories with the brilliant MrsHistory team (thank you for hosting us so brilliantly!).

Afterwards, we warmed up with refreshments at the lovely Happy Heart Cafe, which we can thoroughly recommend if you're ever in the area!

Thank you to everyone who came along and helped make it another really enjoyable event.

Look out on Eventbrite for details coming soon about our next Walk & Talk on 3rd November (LucentEvents.eventbrite.com). We can't promise better weather, but we can promise good company!

✨ Team Talk Tuesday ✨It's often the little things that end up making the biggest difference to our week. 💙This week the ...
06/10/2026

✨ Team Talk Tuesday ✨

It's often the little things that end up making the biggest difference to our week. 💙

This week the Lucent team enjoyed:

🍸 Cocktails and good company for Keely at Finchy's.

⚽ Another winning weekend for Jamie's Pigeons.

🌳 A relaxing hen weekend full of friends, dogs, woodland walks and hot tubs for Jasmine.

🎯 Padel, darts and a cracking roast dinner with friends for Mel.

🌿 A lovely day exploring Coombe Abbey for Aline.

Not bad at all!

📸 So we'd love to know:

What made you smile this week?

Share a photo - we'd love to see your highlights. 💙✨

02/10/2026

We all have money stories. 📖

Maybe you grew up hearing things like "money doesn't grow on trees" or "you only live once, spend it while you can."

Those messages can stay with us for decades and influence the way we save, spend and invest, often without us even realising it.

In our latest Juggling Mind & Money podcast episode, Steve and Jess explore why even financial professionals benefit from having someone else help with their finances.

Why? Because when it's our own money, emotions, experiences and beliefs can get in the way of clear decision-making.

Take a listen to Episode 48 and see if you recognise some of your own financial beliefs along the way.

🎧 Listen now via the link in the comments

✨ Team Talk Tuesday ✨If you had to choose one perfect weekend activity, what would it be?🤠 A cowboy-themed night out? 🏛️...
29/09/2026

✨ Team Talk Tuesday ✨
If you had to choose one perfect weekend activity, what would it be?

🤠 A cowboy-themed night out? 🏛️ Exploring a historic city? ⚽ Celebrating a football win? ☀️ Squeezing every last bit of sunshine out of a holiday?

That's exactly what the Lucent team has been up to this week!

🤠 Becky enjoyed a brilliant night at Rodeos Bar.

🏛️ Jas spent time exploring beautiful Oxford.

⚽ Jamie's Pigeons were victorious in their county cup game.

☀️ Karen made the very most of the final days of her Lanzarote holiday.

💙 We'd love to hear about your weekend too.

📸 Share a favourite photo and tell us: What made your weekend special?

We'd like to say a massive thank you to Compex IT for the amazing cake delivery to celebrate our recent Money Marketing ...
16/09/2026

We'd like to say a massive thank you to Compex IT for the amazing cake delivery to celebrate our recent Money Marketing Awards success! 🍰🎉

The box was packed with an incredible selection of cake slices, and they disappeared remarkably quickly!

A thoughtful surprise, plenty of smiles, and some very happy colleagues. Thank you for helping us celebrate in such a delicious way. 💙

16/09/2026

What's the most important skill for a financial planner?
You might think it's technical knowledge... but Ellie Pemberton would disagree.

🎙In this clip from our latest Juggling Mind and Money podcast episode, Ellie explains why communication is the skill that makes all the difference. Because no matter how good a financial plan is, it only works if people understand it and feel confident acting on it.

Watch the clip below 👇

And if you'd like to hear more about Ellie's journey to becoming one of the UK's youngest Chartered Financial Planners, catch the full episode (link in the comments)

✨ Team Talk Tuesday ✨This week got us thinking... So many of our favourite memories involve other people. 💙🏆 Jasmine pla...
15/09/2026

✨ Team Talk Tuesday ✨
This week got us thinking... So many of our favourite memories involve other people. 💙

🏆 Jasmine played in her first tag rugby tournament and was named Player of the Tournament.

🌊 Becky enjoyed a long weekend in Bournemouth (and plenty of beach adventures for Spider 🐶).

⚽ Jamie's football team won 5-0 on Saturday AND Sunday. Go Pigeons!

🏏 Luke, Steve and Joe enjoyed time at the cricket.

🌭 Keely spent the weekend at a sausage and c***r festival.

👶 Lynsey met up with Jess and baby Rudy, keeping the maternity crew socials alive.

💙 We'd love to hear from you. Who made your week better?
📸 Share a photo in the comments and give them a shout-out!

11/09/2026

"You're a bit young to be giving financial advice..." 👀

It's a comment Ellie Pemberton has heard before, but in our latest Juggling Mind and Money episode, she shares why being a younger adviser can actually be a real advantage.

Many people have experienced an adviser retiring and having to start over with someone new. Ellie loves building long-term relationships with clients, as someone who's focused on their retirement, not thinking about her own.

It's a brilliant conversation about trust, continuity, family relationships, and the surprising benefits of looking at things from a different perspective.

Plus, we hear how Ellie stumbled into financial planning, became Chartered at an impressively young age, and what she's learned from helping people navigate life's biggest decisions.

🎧 Have a listen (link in the comments) and tell us what you think!

Address

1b The Exchange, 20a Poplar Road
Solihull
B913AB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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