Lucent "Money and More" Newsletter

Lucent "Money and More" Newsletter

Welcome to April's edition of Money and More, where we talk about trust with our founder, Steve Rowe, and take a look at what our lovely clients have been up to.

We hope you enjoy reading.


Everything starts with trust

‘Take my hand, we’re crossing the road and it’s dangerous.’

Join Steve as he delves into the importance of trust - in life in general, as well as in your finances!?Click here?to read the article.


Client Spotlight

Our clients, Clive and Alison, recently went on a big celebratory holiday aboard an extremely fancy cruise ship!

They have always loved an active walking holiday, but decided to put the walking boots away for 16 days to live it up on a cruise around the Canary Islands, Spain and Portugal as a post-retirement treat!

Along the way, they stopped at a beautiful park (pictured), in Santa Catarina (Funchal), straight off the port which noted that all the Islands are hilly and mountainous, so you need to be healthy and fit to do them justice – but this was no problem for Clive and Alison. It seems the walking boots didn't get that much of a rest after all!

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However, they tell us that, by far, their favourite destination along the way was Madeira. As keen walkers, they appreciate good scenery, greenness and brilliant views and Madeira has just that.

Had Clive not retired when he did, this trip may not have happened, or been enjoyed in the same way. This really warms our hearts knowing they’ve been able to make some incredible memories together.

We love hearing about what our clients get up to instead of working. From interesting hobbies to holiday adventures, we hope you can be inspired by the amazing travel destinations, or the fun things they spend their time doing!

If you'd like to see how we could help you make your life plans and dreams a reality like Paul and Julie, why not call us on?0121 705 1000,?or email?[email protected]?to book a no-obligation chat with one of our lovely advisers.


Fancy a walk?

Are you free tomorrow? Want to join us and some of our lovely clients for a walk around the Midlands countryside? We'd love to see you there!

When:?4th April?2023 - 10.00?am

Where: Meet at The Black Boy, Knowle, B93 0EB

Sign up:?LucentEvents.eventbrite.com

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If you want to know more, just email us at?[email protected]


If you have any feedback on our newsletter, or if there is anything you'd like to see featured, we'd love to hear from you! Email?[email protected]?to let us know your thoughts.

We are, as always, here for you.

The Lucent Team

Thanks for reading! If you loved it, tell your friends to subscribe.

If you didn’t enjoy the email you can?unsubscribe here.

Paige Coles

Service Supervisor

1 年

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