We are independent financial planners offering expert financial planning advice in a range of important areas.
Stuart Hart
Stuart Hart established Lucus Wealth in 2016 and is a Certified Financial Planner and Chartered Wealth Manager with experience dating back to 1997. Stuart has spent the vast majority of his financial planning career working in or alongside large accountancy practices and understands the needs of business owners, families, high earners, individuals approaching retirement and those wishing to save for a comfortable retirement.
As a former winner of the prestigious Money Management Magazine Investment Planner of the Year Stuart has a particular interest in the investment planning side of the planner role and has developed a process that ensures clients are invested according to their needs and attitude to investment risk, whilst concentrating on the efficiency of returns. Put simply this ‘efficiency of returns’ means that where risk is being taken in a portfolio, you should get the right level of return for that risk.
Stuart can be contacted on stuart@lucuswealth.com or 01923882531.
Chad Atwal
Chad joined Lucus Wealth in 2024 as a Senior Financial Planner with over 25 years of experience in the industry.
Throughout his Financial Planning advice career, he has worked in or alongside Accountancy Firms, such as BDO Stoy Hayward and NLPCA and has developed a particular interest in helping business owners to plan and save for the future in the most tax efficient way.
He takes a holistic approach to Financial Planning and his expertise span investment planning, retirement planning, estate planning and protection for a range of clients. He believes in building long term relationships with clients and that the best way to do this is to be able to provide Independent Financial Advice.
He has a particular interest in the investment planning side of the planner role and investment markets, having sat on various investment committees throughout his career. He sits on our Investment Committee and has helped to develop and broaden the Lucus Wealth proposition.
Chad is married with two teenage children. When he finds time, his hobbies revolve around sport. He’s a lifelong supporter of Nottingham Forest, optimistically hoping they can return to former glories. He has also managed a Junior Cricket team for several years, which he admits is sometimes a challenge but one that he thoroughly enjoys.
Chad can be contacted on chad@lucuswealth.com or 07813765648.
Want to know more?
To find out more or to arrange a meeting with us, please call
01923 882531, or email admin@lucuswealth.com