Our Story

Our Story

As General Kutuzov stated in Leo Tolstoy’s War and Peace, “there is nothing stronger than those two: patience and time, they will do it all.” These two virtues have played a significant role in the creation of Lucerna Wealth.

At a crossroads in my life, I embarked on the Camino de Santiago, a renowned medieval Christian pilgrimage in Spain. It was during this journey that I had a moment of clarity and realized that I needed to take a leap of faith and pursue my calling to start a business where I could help people, even though I wasn’t sure how to make it happen. The Camino had a profound impact on me in other ways, and I even named my son after it.

The Camino de Santiago translates as the ‘way of st. James’ and through a series of serendipitous events, I ended up building a financial services business with St. James’s Place. Destiny or coincidence? Time will tell.

However, patience was still required, and before starting my own business, I apprenticed with one of the largest and most successful practices in the St. James’s Place family for six years.

Now, in 2021, after patience and time have run their course, Lucerna has been born. Its purpose is to collaborate closely with clients to illuminate the sometimes daunting and uncertain path of building financial security or planning for one’s legacy.

“A light to guide your path on a lifelong journey, that as one we craft”. A journey that is not completed overnight, but patiently and with time.

@Lucerna our mission is to serve as guides on that path, as one generation passes their torch to the next.
@Lucerna we believe that as we help you build your legacy, that legacy should go beyond your loved ones, to the global community to help create, in whatever small way, a world worth living in for future generations.
@Lucerna we want to help create that life changing impact around the world, whilst we work with clients on their legacy. To that end we work with B1G1, a charity that helps make that impact. Thus every building block of your financial plan or legacy, educates a girl, plants a tree or feeds a hungry child.
@Lucerna we help create Legacies that beget legacies.

Why St. James's Place

St. James’s Place is one of the UK’s leading wealth management organisations, managing client funds of £157.5bn (30 June 2023). The company was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE, and today through its Partnership provides reliable and expert advice in all aspects of wealth management.

As a client, you will receive a personalised advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with a FTSE 100 company.

To find out more, visit www.sjp.co.uk

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and can therefore go down as well as up. You may get back less than you invested.

Ovie has been great to work with. He provides detailed, practical suggestions and is then able (and willing) to talk them through so that the right choices are made. I’ve particularly appreciated the time he takes to follow up, so that there is time to review, confirm or adjust decisions. A pleasure to work with.
T. NASH, CEO AT EDWIN COE LLP
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Ovie and his team at SJP provide a first class financial planning service. Many thanks for your recommendations and guidance!
S. Ruby, EMEA DR Sales Head
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Ovie assisted me with detailed pension advice that was helpful in terms of coming to a balanced decision, which otherwise would have been a rather lengthy procedure. I value the efficiency and effort Ovie and his team brought to bear on what was a beneficial outcome. I’d be happy to recommend him and the services of Lucerna Wealth.
G. Tamas, EMBA ACMA
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Ovie has looked after both myself and my daughter’s investments for a number of years. Professional, always available and responsive when needed, proactive in making recommendations and a joy to work with. I am exceptionally pleased and grateful for his advice. Strongly recommended.
M. Lithgow, CBE CEng FIET
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Ovie helped me organise my finances in UK and saved me substantial sums recommending tax efficient investments. He is able to understand our financial goals and needs very well and never pushes any investment that is not in our best interest. Highly recommended!
B. Jha, Managing Director Jindal Steel and Power
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I've worked with Ovie since 2019. He has *consistently* been a trusted advisor, explicit about the pros and cons of certain financial decisions and encouraging me to make informed decisions based on my long term goals. He is proactive, flexible and responsive and makes himself available as required; he presents complex information in an accessible and transparent way. For all these reasons, I am very satisfied with the service he provides and would not hesitate to recommend him as a Financial Adviser.
Dr. D. Atewologun, Dean of the Rhodes Scholarships and Director at Delta Alpha Psi
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Ovie is an excellent Wealth Manager who really understands his clients needs and ambitions. He has provided brilliant advice and innovative solutions. What impressed me most about Ovie is just how personalised his approach is and how responsive he is to various queries. I highly recommend him for advice and financial planning.
Director, FTSE-listed alternative asset manager
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I rate Ovie and his team very highly, they have helped me secure a £1m+ retirement fund by restructuring my pensions in a much more effective way that is better suited to my circumstances.
R. Tribe, Head of Strategy Consulting at Osprey Clarke
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I would recommend Ovie to anyone looking to plan their financial security. He is excellent at explaining what can feel like an alien language and presenting options for you to consider. I've felt over the last 3 years we have become friends rather than just my financial adviser.
M. Chamberlain
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Lucerna Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives

Registered Office: 30 Lombard Street Langbourn London EC3V 9BQ.

SJP Approved 06/10/2023

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