Financial Services in Purley, Surrey from Lucra Ltd
Lucra Limited are Financial Planners comprising of experienced Financial advisers. Each financial adviser tends to specialise 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, dependent on the advice offered. We 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 FCA (Financial Conduct 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.
Our services.
Mortgages and 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.
Investments and 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.
Pension Advice from Lucra
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.
Equity Release Advice
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.
Your 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…
Inheritance Planning Products
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…
Excellent 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.
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.
Why Use an IFA?
Thank you for visiting the website of Lucra Ltd. Financial Advisers with offices in Purley, Surrey. Many people think an IFA is only for the wealthy but this is not the case. The majority of our clients are everyday people from all walks to life. Our services are open to everyone. Getting the right advice means speaking to the right people. We are at your service and will happily visit you at home or work to discuss your requirements. Call us today for an appointment. Under our services tab above, you will find the services that we offer at Lucra Ltd from our offices in Purley, Surrey. We offer a wide range of services such as mortgages, risk protection, life insurance, pensions, savings, investments, wealth management, equity release, long term care and investment planning. We can offer taxation advice such as inheritance tax planning. We also offer family financial assistance such as school fees planning, baby bonds, child savings plans as well as will writing and estate planning.
INHERITANCE TAX PLANNING, WILL WRITING AND ESTATE PLANNING ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
You voluntarily choose to provide your personal details via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details or services in writing or by telephone.
Email communications are not secure and for this reason Lucra Limited cannot guarantee the security of the email, its contents or that it remains virus free once sent.
Get in Touch
Reading Material
Lucra Ltd provide our existing and potential clients with a range of written material to assist them in understanding the products we offer.
Find us.
Airport House, Purley Way, Croydon, CR0 0XZ
Call us.
0208 722 0734
Email us.
web@lucra.org
Email communications are not secure and for this reason Lucra Limited cannot guarantee the security of the email, its contents or that it remains virus free once sent.