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.

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