Rebecca Lucas

Rebecca Lucas

Liora Wealth

Minimum savings/pensions: Over £250,000

0122 326 9915
Based in Cambridge
View location

Top Rated 2025
Verified since: March, 2024

4.9 out of 5

13 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 29 March 2025

    Rebecca and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Rebecca has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Rebecca has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Rebecca has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Rebecca

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 29 March 2025

    Rebecca and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Rebecca has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Rebecca has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Rebecca has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Rebecca

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Rebecca (based on 4 first impressions)

I am an independent financial adviser with over 20 years experience. I want my clients to be wealthy - whatever wealth means to them. Wealth isn't just a number on a financial statement, its about living life on your terms. I am a passionate advocate of lifestyle financial planning - I work with clients to ensure their finances are structured to give them the life they want to live. I am friendly and approachable and try to avoid jargon. I want to give you confidence and clarity with your finances so you can live the life you want to live, no matter what the future brings.

Offers available through VouchedFor

Contact Rebecca through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Rebecca's clients

Based on responses provided by clients who have reviewed this adviser

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