Lumin Wealth Recensioni 

I just want to say thanks to Joe and Ellie, great communication and service always. Really knowledgeable and quick to get back to me with any information, support or queries I have.

I needed to withdraw some money. I was advised how best to do this in the most tax efficient way and the correct amount was received in my bank account this morning, slightly ahead of schedule.
Thank you!

James Corcoran & Christine Ford have both been very efficient & helpful with sorting out our future pension requirements.
My wife’s pensions were with numerous companies due to job changes over the years & Lumin have now put them all in one plan.
My pension is now efficiently managed by Lumin.
Never used a financial advisor before, we were recommended a company but we soon lost faith with them.
We then put our details on Unbiased and Lumin contacted us and arranged a visit, from then on it all went well.
The hard work is done now, thanks James & Christine

Jason and team have been absolutely fantastic. They've given us great advice, listening carefully to our requirements and building a portfolio of investments that will provide us a secure future moving forward. They were always available, quick to respond to our questions and communicated clearly and succinctly.

Highly recommend Lumin if you are looking for someone to safeguard your hard earned money.

Just wanted to say thank you to James Corcoran for the amazing pension review on Friday, invaluable recommendation and advice following my annual pension review. James has incredible market knowledge and makes it easy to understand complex financial topics. I will recommend James to all my family and friends , thank you again for the valuable advice and support to date.
All the best Giampiero

Joe and Lumin have been fantastic in every aspect thus far. They are always quick to respond, making the transition into semi-retirement easier. The advice and handling of my finances so far have been everything I hoped for. They are always clear and act in my best interest.

So very personal and helpful. It really feels like a trusted friend. Technical advice simply presented and explained so everything is crystal clear. Big shout outs to Joe, Shona and Ellie

Ellie and Joe were both very easy to talk and professional. Their knowledge was fantastic and always replied to any emails and or calls swiftly. Great service all round. Would highly recommend.

We saw Jason and he was very pleasant and understanding of our needs. Very helpful in helping us understand our options. Unfortunately we couldn’t use them as they are not will writers (but they put us in touch with one).

An outstanding, bespoke and very professional service received from a most knowledgeable, charming and polite advisor.
As an almost 60 year old teacher (recently widowed) with various pension pots (including the confusing Final Salary Scheme which became Career Average Scheme in 2022) I was given expert
advice, support and guidance all compassionately delivered by the outstanding advisor Sam Wilbraham. Having such excellent support has been a huge weight off my mind in difficult times. Would thoroughly recommend this company Lumin Wealth.

Excellent staff very Knowledgeable. Always available and a all round great company to deal with.

I have been with company for many years.
They are very professional and my finances are in the best possible hands

The service and advice provided by Jason Coppard and Kim Leonard has been exceptional from day one.
In particular they have been so helpful in helping us to understand the complexities of the pension and financial world.

James Corcoran has been my financial advisor for nearly ten years and, as a trusted pair of hands, when he joined Lumin, I had no hesitation in transferring the management of my pension fund to them. In the year that I have been with Lumin, I continue to be extremely pleased with the growth of my fund, thanks to their investment team and the continued easy access and response from James.

For those considering moving their funds to Lumin, the transfer was completely painless, James and Lumin took care of everything both personally and financially.

James Cocoran from Lumin has been helping me with my finances for the last few years and has guided me into retirement. James is very knowledgable and I would recommend Lumin and particularly James to anyone looking for sound financial advice.

Graham Connor, Financial Planning Manager at Lumin Wealth, has advised and guided me with investments and finances for the past 5 years, and is the best advisor I’ve had over many years.

The advice and choices given I believe are based on sound knowledge. Advice, both verbal and written, is always clear. I receive quick responses when I make contact and never feel rushed to make important decisions.

I am sent regular reviews and updates of my finances and my investments have been simplified and have grown. The advice I have received include Inheritance Tax Planning and Trusts have been set up - all important considerations, especially for a pensioner like myself with a family.

Anyone seeking financial advice and planning from Graham and his team at Lumin Wealth would I’m sure be in very good hands. I am more than happy to recommend them.

Lumin provide the holistic financial planning service which suits our needs for long term financial planning . The transfer from our previous financial products has been stress free and everyone we have communicated with has been very responsive and helpful .

Having had relatively poor financial advice previously, my husband and I moved our retirement funds/pensions to James at Lumin about 2 years ago.. We have received excellent advice, a very personal service with regular face to face meetings. Our funds have increased impressively and we have a thorough understanding of our retirement options going forward. I cannot recommend the team at Lumin more highly.

I have been with James Corcoran as our investment adviser for several years and it was also before he joined Lumin.
He has an excellent understanding of our financial position and is able to give us excellent investment advice and carry it out for us.

I would like to praise the whole team at Lumin Wealth and especially James Corcoran, for outstanding service, advice and support during the challenging past twelve months.

As a WASPI, my investments were converted to a drawdown facility in 2017 to support me through early retirement and beyond. Sadly I became a 'forgotten' client with my previous provider where the service became slow and support was poor. I switched to Lumin last year and that has proven to be a wise and profitable move!

An email or a phone call accesses prompt, friendly and knowledgeable advice with regular updates as required and excellent fund management has resulted in investment growth pacing my monthly withdrawals.

The future is clearer thanks to the team at Lumin Wealth.
Many thanks everyone
Chrissie Williams