Liam Lucas
DipPFS Certs CII (MP & ER)
I am passionate about providing an ongoing professional service for all of my clients to help give them the peace of mind that their savings and investments are working hard for them.
About
We, Lucas & Co Financial Planning Ltd see our role as custodians of family wealth and we serve our clients in helping them find and fund their life choices in the most efficient method, this will be specifically tailored to their circumstances as we appreciate that everyone is unique.
Our aim is to build a long term trusted relationship that will stand the test of time, we offer the benefit of a single relationship to meet all your holistic financial planning needs, we only offer advice that is regulated and guaranteed.
Our clients quite literally mean everything to us.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 19/01/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
