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OUR COMPANY

A bit about us...

Liora Wealth was founded by Rebecca Lucas, a Chartered and Certified Financial planner (and PFS Fellow) with over 20 years experience.

Rebecca’s clients value her caring and down to earth approach, coupled with an in-depth knowledge of pensions, investments and holistic financial planning. Rebecca particular enjoys helping people during big life changes such as going through a divorce, bereavement, the sale of a business or planning for their retirement. At Liora Wealth, we focus on you and your life’s goals and aspirations. We make sure your finances are structured to support you in achieving your goals (we can also help you to establish what your goals are). We love helping clients to fulfil their dreams and aspirations such as retiring early, buying a camper van, or spending more time with family. We firmly believe that life is for living – its not a rehearsal!

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  • "From the very start Rebecca was informative, friendly and understood exactly what I wanted. She kept me updated every step of the way. She made the whole process easy for me". JA Herts
  • "Rebecca has put together a financial road map / plan that has given me the confidence to know what my retirement income could look like depending on when I choose to retire". DC Bucks
  • "Rebecca's response to queries is prompt and the setup of meetings and reviews was always done quickly and at a time that suited us. Her advice was well reasoned and explained and left us feeling that our finances were in a much better place for having her involved. Heartily recommended." NC Cambs
  • "Had a great initial meeting with Rebecca who went through my current finances and options for the future taking into account different scenarios and possibilities. Would highly recommend!" JL Cambridge Source: Vouchedfor

  • Business owner? We can help, get in touch

  • Planning your retirement? We can help you plan your ideal retirement

  • Going through a divorce? We can help and support you at all stages of the process to navigate the financial side of things.

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