Call Us: 0208 722 0734

Testimonials

Here’s what others are saying:

I have known Bob Lang for a long time. As my personal financial advisor and friend he is always honest and sincere and provides the right advice. I have entrusted Bob in various personal long term financial investments which have always delivered above that as expected. I would thoroughly recommend Bob and his company, Lucra, to any potential personal and business investor.”

- Nigel Jones ACIOB
2nd August 2011

We have worked with Lucra Ltd for over 3.5 years providing annuity services for their clients. We have enjoyed an excellent working relationship with them and regard them as true professionals which reflect their Chartered Status. We value the work Bob Lang and his colleagues do with their clients and thoroughly endorse their service.”

- Malcolm Thomas, Managing Director Annuity People
January 2012

Trevor has sorted out all my pensions and inheritance tax planning. His help and advice has been invaluable”

- Tony Cheeseman, Managing Director IQ Homes
2011

Bob is highly professional in providing the best service for his clients – including my husband and myself. He has at all times acted with integrity, acting in our best interests to access the most beneficial services and products. He is personable and courteous, and has gone out of his way to respect our wishes, at the same time endeavouring to achieve optimum results. I would recommend him without any reservation”

- Patricia Gander
28th July 2011

Trevor has been a considerable asset in advising me on my pensions funds and investments in the transition from my work to retirement. His advice has been excellent.”

- Lesley Hill, Director (Retired)
2011

Bob was the financial advisor to an elderly client whose estate I wound up. I found that he had meticulously kept watch over the client’s financial affairs while he was alive and was proactive in helping, counseling and co-operating when it came to realising the investments during the estate administration. He did it all with a positive, friendly attitude that encourages collaboration. I look forward to the chance of working with Bob again.”

- Kevin Beech
28th July 2011

Richard thank you for all the assistance you’ve given me and for making my life so much easier now my finances are all in place.”

- Betsy A
2008

Trevor has played a very significant role in coping with complex financial matters for me and always explaining the details in a language I can understand.”

- Sue Terry, (Retired) Manager – Market Research
2011

I have taken advice from Lucra Limited for over three years now after being introduced to Bryan Kelly through a business colleague. Their service is professional and completely tailored to their clients’ needs. I have been delighted with the relationship and have experienced financial gains that I wouldn’t have achieved if I had stayed an enthusiastic but amateur personal Investor.”

- Shaun Jones
November 2011

Bryan Kelly of Lucra has advised me and various members of my family for a number of years. He is always alert to bring our attention what financial planning and investments are appropriate as personal circumstances, products and legislation inevitably evolve. Above all, his view is of the long term in relation to such planning and his client relationships.”

- M.A. Partner, International Law Firm
August 2011

Bryan Kelly has advised me and other members of my family on financial matters over a period of about thirty years during which time we have enjoyed a good working relationship. The advice given has covered a wide range of subjects including the arrangement of an endowment policy to accompany a second mortgage from a Building Society to the investment of money arising from legacies and other income. Bryan has always been careful to explain the implications of the advice given and, when necessary, has provided meaningful interpretations of financial terminology not within the normal vocabulary of a layperson. When prevailing circumstances within the financial sector have dictated that investments should be moved from one provider to another this has been accomplished speedily and efficiently. Our regular quarterly meetings at a variety of venues have been very pleasant and informative with a good exchange of ideas accompanied by a more informal discussion on the state of the financial systems.”

- KJB Bromley, Kent
October 2011

Lekan Odutayo acted as my broker when I wanted to remortgage my property. He showed understanding and took time to clarify information. I have often dealt with people who were not sensitive to customers feelings but Mr Odutayo took his time to explain his service and the pros and cons of going for certain products. I felt that I had control over my decision and not pushed into making one. His wealth of knowledge is excellent and his peoples skill is admirable.”

- T Ojo
2011

Richard, thank you for your help recently It’s quite a shock for me to speak to a financial advisor who gives me the best advice he can without trying to line his pocket. There may be hope yet for society.”

- Sean O
2011

Just to say a big thank you Richard for all the help you gave to us. We got there in the end, with all the problems solved.”

- Fiona G
2011

Lucra Limited is an appointed representative of Sage Financial Services Limited which is authorised and regulated by the Financial Services Authority. Sage Financial Services Limited is entered on the Financial Services Authority register (www.fsa.gov.uk/register/) under reference 150452. The FSA do not regulate will writing and some forms of mortgages, loan products, or some types of tax planning services. The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Lucra Limited: Registered in England: 95 High Street, Great Missenden, Bucks, HP16 0AL: Company No. 05554958. For advice on any of the above, Contact Us now.