Liam Lucas Email & Phone Number

Lucas & Co was founded as a Partner Practice of St. James’s Place Wealth Management to give financial advice to clients looking to grow, protect or better manage their wealth.Our aim is to offer a personal and bespoke service to our clients regardless – to help them plan for their and their family’s best futures.Our services include:Investment and Savings PlanningRetirement Planning including Pension ReviewsInheritance Tax & Estate PlanningProtecting You and Your FamilyCorporate Services (e.g. Directors' pension Planning, Employee benefits)Financial Education in SchoolsWe understand that each client is an individual and no two clients are the same, so we take our time to offer a range of options which best suit your own unique needs and circumstance. We will work with you to ensure our services continue to offer the benefits you need through an evolving financial landscape and as your personal circumstances and goals change.Get in touch to find out more or make an appointment.Email: liam.lucas@sjpp.co.ukTel: 01622 801229Mob: 07792 104642The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.Lucas & Co Financial Planning 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).The 'St. James's Place Partnership' and the titles 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 30/09/2024

Listed skills include Finance, Financial Advisory, Financial Planning, Wealth Management, and 4 others.