Accounting / Financial Services

Services

• Strategic Financial Planning for Business Owners
• Business Exit and Succession Planning
• Shareholder and Key Person Protection
• Tax-Efficient Profit Extraction
• Director Pension Planning (SSAS and SIPP)
• Private Healthcare and Employee Benefit Solutions
• Investment Management
• Retirement Planning and Pension Reviews
• Cashflow Forecasting and Modelling
• Inheritance Tax and Estate Planning
• Life and Critical Illness Cover
• Ongoing Financial Reviews and Support

LUCRO Wealth Management empowers ambitious individuals and business owners across the Gatwick Diamond with expert, personalised financial advice. From pensions, investments and tax efficiency to business protection and exit strategies, we act as your long-term financial partner. Our mission is to help you make smarter financial decisions, unlock greater opportunities, and create a future defined by freedom and abundance. Ambition, always.