Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Our Services


The benefits of insuring ourselves against undesirable events cannot be overlooked.

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Savings & Investments

From childhood, most of us are told to put away money to save for the future.

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Designed to enable you to save enough money so you can live comfortably in retirement.

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Auto Enrolment

Auto enrolment helps people save for later life through a workplace pension.

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Wills & Trusts

If you die without a Will, then the government will decide who will inherit your estate.

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Contact Us

Please contact us to find out how we can help you achieve your financial objectives.

Get in Touch


“I have been using Stuart Hart for many years and have found him to have a deep understanding of all financial and pension issues. I can strongly recommend Lucus Wealth to all clients who have financial planning needs. Stuart and his team provide a first class service all round”.


“Stuart has been my financial adviser for 5 years now and I particularly like dealing with a person rather than an institution. He helped me to consolidate my individual pensions to form one retirement fund. Stuart has passion, knowledge and a genuine interest in achieving the best for his clients. He is an excellent communicator and always keeps me informed”.


“We as a family have trusted Stuart and his team at Lucus Wealth for several years. Actively managing and advising us on various financial decisions. A down to earth approach, clear communication and transparency has made dealing with Stuart and his team a very positive experience”.

Mr and Mrs W-S

Want to know more?

To find out more or to arrange a meeting with us, please call
01923 882531, or email