Steve Lucas
After running my own practice, South Downs Financial Planning, for a number of years, I've joined with Capital Planning Partners (CPP), another, larger Senior Partner Practice of St. James's Place. Led by Martyn Pask, who boasts over 30 years of industry experience, the CPP team will provide added support and resources to further enhance our clients’ experience.
I am a Chartered Financial Planner and a member of the Society of Later Life Advisers (specialists in care fees planning), but the most often asked question I hear is
“When will I have enough to retire?”
Using Voyant, our cash-flow modelling software, we can tell you when, and, what’s more, we could help you get there more quickly, and maintain your desired standard of living throughout retirement.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
