LUCERNA Wealth is an Appointed Representative and Senior Partner Practice of St. James's Place Wealth Management, a FTSE 100 company. The practice focuses on building long-term, trusted relationships with its clients, offering a wide range of services including investment planning, retirement planning, inheritance tax planning, and corporate financial services. Their mission is to help clients achieve their financial goals through personalised advice, backed by the investment expertise, scale, and distinct approach of St. James's Place.

Founded in

United Kingdom