Your trusted financial advice partner.
Lumin Wealth is a leading financial services firm dedicated to providing personalized financial advice and comprehensive investment management services. Trusted by over 3,000 families, Lumin Wealth stands out for its commitment to transparent, straightforward guidance delivered by highly qualified professionals. As a Chartered firm, Lumin Wealth has consistently been recognized among the top financial advisors in the UK, earning accolades from FT Adviser’s and New Model Adviser’s prestigious rankings.
With offices strategically located at 5 Sandridge Park, Porters Wood, St Albans, AL3 6PH, GB; 4th Floor, Cornwell House, 21 Clerkenwell Green, London, EC1R 0DX, GB; 4 Pauls Hill, Penn, England HP10 8NZ, GB; Heath House, 51 Dane Street, Bishops Stortford, Hertfordshire CM23 3XH, GB; and Merlin House, Brunel Road, Theale, Reading, Berkshire RG7 4AB, GB, Lumin Wealth ensures accessibility and convenience for its diverse clientele. Since its inception in 2010, Lumin Wealth has experienced uninterrupted growth, now boasting over 80 employees dedicated to serving your financial needs. The firm’s collaboration with VZ Group, Switzerland’s leading independent financial services firm, further strengthens its core values and commitment to excellence.
Lumin Wealth specializes in investment management, wealth management, and financial planning, offering tailored solutions to meet individual client objectives. Lumin Wealth remains dedicated to helping clients achieve their financial goals through expert advice and diligent service. We invite the management team at Lumin Wealth to create a customized and exclusive company showcase and product listing on our platform, further amplifying your reach and impact.
Compare Lumin Wealth with 3 companies in Financial-Services
| Comparison Field |
Lumin WealthMain Company |
Evelyn PartnersView Profile |
Stockman of MontanaView Profile |
Forbes Wealth Manage...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1953 | 1987 | |
|
Company Size
|
— | 1,001-5,000 | 501-1,000 | 2-10 |
|
City
|
Miles City, MT | Carberry, Manitoba | ||
|
Country
|
||||
|
Skills & Keywords
Comparing with main company
|
7 Total Skills
Investment Management
Wealth Management
Financial Planning
Financial Advice
Retirement Planning
Estate Planning
Financial Services
|
13 Total
1 Common
12 Unique
Match
14%
Common Skills:
Retirement Planning
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+6
|
13 Total
2 Common
11 Unique
Match
29%
Common Skills:
Financial Services
Retirement Planning
Unique Skills:
Banking
Commercial Banking
Commercial Insurance
Commercial Lending
Insurance
Mortgage Lending
+5
|
7 Total
2 Common
5 Unique
Match
29%
Common Skills:
Estate Planning
Retirement Planning
Unique Skills:
Business Structuring
Corporate Structuring
Farm Succession
Financial Advising
Insurance Planning
|
Other organizations in the same industry
This company is also known as