Lumin Wealth

Lumin Wealth

Financial-Services

Company Tagline

Your trusted financial advice partner.

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Peter Flowers Jason Coppard FPFS MCSI Chartered ALFBF DipPMI Michael Harden Mike Williams

Compare Companies Side by Side

Compare Lumin Wealth with 3 companies in Financial-Services

4 Companies
Comparison Field
Lumin Wealth
Lumin Wealth
Main Company
Evelyn Partners
Evelyn Partners
View Profile
Stockman of Montana
Stockman of Montana
View Profile
Forbes Wealth Management Ltd.
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
4
Total Companies
1953
Oldest Founded
0
Countries
35
Unique Skills

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Alternative Company Names

This company is also known as

Lumin Wealth 卢明财富 लुमिन वेल्थ لومين ويلث Люмин Богатство