We are thrilled that the brilliant Kelly has now achieved the status of Chartered Financial Planner – the gold standard in Financial Planning.

Kelly Xue – APFS

This is testament to Kelly’s hard work and dedication to bringing the best outcomes for each and every client she works with. Being Chartered is an important accolade within the industry, and as a Chartered Adviser within a Chartered Firm, Kelly provides clients with peace of mind that we are always working with their best interests at the core of everything we do.

Kelly first came into the Financial Services industry in 2016, working her way up the ranks and learning every aspect of the job, so there are no gaps in her knowledge or experience. She believes every part of the client journey is as important as any other.  Kelly says, “The most important part of my job is to understand my clients and to enable them to achieve the future they want, whether that be planning for a happy and fulfilled retirement, or ensuring the money within their business is working as hard as it possibly can for them”.

Being Chartered within this five-year period is a personal accomplishment for Kelly.  She set herself the goal of being Chartered within 7 years and has smashed her own expectations. Kelly puts this down to working for a company who really invests in their employees.  She says, “I’ve never worked for a company like Lucent Financial Planning before, who actively support and encourage you to achieve your full potential. It’s great”.

Kelly specialises in:

  • Tax efficiency
  • Maximising wealth for business owners
  • Inheritance Tax planning
  • Investments
  • Retirement planning

Lucent’s dedication to continuous personal development as a firm means that Kelly’s learning journey doesn’t stop here. She has now set her sights on becoming a specialist in financial planning for people in later life.

We wish Kelly every success and know she will achieve anything she sets her mind to doing.

If you would like to learn more about how Kelly and the team can help you plan for your future effectively, please feel free to call us on 0121 705 1000 or email to [email protected].

We are always pleased to be of assistance to our fellow Midland Business Network colleague.

Please Quote reference Midlands Network/LWK