Financial Services in Sutton, Surrey and Bromley Kent from Lucra Ltd
Lucra Limited is a chartered Financial Planners comprising of seven experienced Financial Planners. Each financial adviser tends to specialize and as such our team can provide comprehensive advice on all key areas of personal financial planning. We work on either a fee or commission basis but prefer to build up long-term client relationships to help them achieve their financial goals. We are committed to Professional Development and strive towards the highest possible industry qualifications.
Getting the right advice means speaking to the right people. We adhere to strict FSA (Financial Services Authority) guidelines, which obligate us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealth of experience and support behind us. We concentrate on the suitability, risk and strength of new and existing financial products and providers. We are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licenses.
Mortgages & Risk Protection
When you are considering purchasing a new home, remortgaging or looking to let we would always suggest using a Lucra IFA to ensure you find the best…
Read more →
Investments & Savings
The first question we would ask you is “what are you trying to achieve?”. Do you require investment advice for Growth or Income or maybe a combination…
Read more →
Pensions
A good pension could remove your financial worries in retirement. But you may only secure the income you’ll need if you save throughout your working life…
Read more →
Equity Release
Is equity release right for me? Equity release schemes can use part of the capital ‘tied up’ in the value of your home. You retain the right to live in your home…
Read more →
Retirement Options
There are a number of options available to you when you come to take retirement benefits. The main purpose of most pensions is to provide an income…
Read more →
Inheritance Planning
There are a range of products related to Inheritance Tax Planning we can discuss with you, please contact us to arrange a mutually convenient time to meet up…
Read more →
Reading Resources
We have a number of resources written with you in mind. Offering advice and guidance these guides should be a compliment to your discussions with our advisors…
Read more →
Mortgage Enquiry Form
If you would like one of our mortgage advisers to contact you with regards to a mortgage quotation please use the form we have provided…
Read more →