We have been delighted with our experience with Kris Fisher and Lumin. He is well informed, friendly and always helpful when we need advice. We are very pleased to have our various accounts brought... Leggi di più
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Kris Fisher has been my financial advisor for a few years now, always really helpful, knowledgeable and has given me sound advice. Lumin have collated a number of different pensions all into one plac... Leggi di più
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 t... Leggi di più
Professional, personable and good advice and guidance on how to maximise our retirement objectives. We have built up a very trusted relationship with our advisors Joe, Graham and Jade and it has gi... Leggi di più
Dettagli dell'azienda
Scritti dall'azienda
Lumin provides personable financial advice and investment management services. With a fully dedicated team of Financial Consultants and Paraplanners, over 3,500 families trust us with their wealth management needs and we currently manage £1.4billion in client assets. Through 1:1 consultations, Lumin’s financial plans are geared toward growing and protecting wealth by optimising our clients’ income, assets, tax burden and financial security. We are a Chartered firm and have been consistently ranked among the top advisers in the UK according to the FT Adviser’s and Citywire's New Model Adviser’s top 100 financial advice firm rankings. Lumin was founded in 2010 as a modern financial advice and investment firm with a competitive cost structure. After more than a decade of uninterrupted growth, the business has scaled to 100+ employees, with offices in St Albans, London, Beaconsfield, Reading, Bishop’s Stortford and Poole. We are part of VZ Group, the leading independent financial services provider in Switzerland which employs around 1,700 people. The collaboration has cemented our core values of providing transparent, straightforward advice delivered by highly qualified professionals.
Informazioni di contatto
2nd Floor, 4 Beaconsfield Road, AL1 3, St Albans, Regno Unito
- 03300 564 446
- info@luminwealth.co.uk
- luminwealth.co.uk
4,8
Eccellente
48 recensioni
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Trusted Company
Switched to Lumin Wealth from my previous Financial Management provider at the start of this year as they were providing poor growth and support.
Lumin have been excellent so far with much improved funds growth and support has been far superior, especially from James Corcoran. It has proved to be one of my best decisions.
16 maggio 2024
Non scritta su invito
Reliable and supportive wealth management
In my six months as a client of Lumin, I've experienced nothing but excellence. However, it's the longstanding support they've provided to my family during tough times that truly sets them apart. From tailored financial solutions to unwavering support, Lumin has proven themselves to be a reliable and compassionate partner in wealth management. I highly recommend Lumin to anyone seeking trustworthy and supportive financial services.
6 maggio 2024
Non scritta su invito
Thank you Martin and Lumin
I have known Mr Martin Cotter of Lumin for over 25 years.
During that time Martin has financially planned my income and maximised my relatively minor pension contributions into financial security for myself and my family.
I am now 75 years old , living a full and carefree retirement , happy in the knowledge that my future financial security is guaranteed.
More importantly , due to excellent financial planning ,my family’s future will be happier and more secure when I depart our wonderful world.
Thank you so much Martin and all at Lumin.
Kindest of regards,
Bernard Varndell
3 maggio 2024
Non scritta su invito
First Class Service
First Class Service - Again!
Lumin Wealth carried out another pension transfer for me to consolidate a stray employer pension into my main, Lumin-managed one. Just had to tell them about it and they were on the case keeping me informed every step of the way through to completion. Service simply couldn't have been better! Highly recommended.
18 aprile 2024
Non scritta su invito
After selling my business I was keen to…
After selling my business I was keen to find a company that would manage my investments to ensure I would have enough for early retirement.
Lumin Wealth gave me the confidence that this would be managed exactly as I wished for. The information at all times was readily available and you can get involved as much or as little as you wish.
For me it was a fully managed product with little intervention from me and even in a challenging market and times they have succeeded in growing my initial investment.
Thanks guys
1 novembre 2023
Non scritta su invito
Wonderful service
Wonderful service. I'm always confident that my pension investments are in the best possible hands.
17 aprile 2024
Non scritta su invito
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