Episode 33: Steven Rowe

Steven Rowe

Director at Lucent Financial Planning & Independent Financial Planner

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham has an interesting chat with Steven Rowe, discussing:

• Steve’s career - how his career started and his role at Lucent Financial Planning

• What the business currently looks like in terms of the team and AUM

• Lucent’s ethos and what attracts new clients

• What the fee structure is at Lucent?

• What is the difference between flat vs percentage-based fees?

• Why financial planning tech isn’t meeting the needs of advisers

• Steve’s investment proposition and why he chose Betafolio (and also its flaws 👀)

• What does the future look like for Steve and Lucent

Guest profile

Steve is a chartered financial planner and fellow of the Personal Finance Society. He holds the Advanced Diploma in Financial Planning and certificates in Equity Release, Life & Pensions and Trusts & Estates Planning. He set up Lucent in 2009 after a six-year career at a large financial services company as an adviser.

Where to find Steve:

Linkedin: Steven Rowe

Website: Lucent Financial Planning

Steve will also be at the Timeline Masterclass on Tuesday 7th June - book your place here!

---