Lumin Wealth Management

Our Vision

Lumin Wealth exists to empower families to achieve financial security and peace of mind in retirement. We believe everyone deserves a tailored financial plan that aligns with their unique needs, goals, and aspirations.

Who We Are

Lumin Wealth is an award-winning financial advice firm with a team of experienced professionals dedicated to providing personalized and comprehensive financial planning services. We have over 3,500 clients across the UK, managing over 1 billion in assets and 10,000+ pension policies.

What We Do

Our services cover every aspect of financial planning, including:

1. Financial Health Check

• Comprehensive assessment of your financial situation
• Identification of potential risks and opportunities
• Tailored recommendations for improvement

2. Pensions & Retirement Planning

• Review and consolidation of multiple pensions
• Early retirement planning and strategies
• Inheritance planning and tax optimization

3. Investments & Portfolio Management

• Personalized investment plans based on your individual goals and risk tolerance
• Active portfolio management and regular reviews
• Transparent reporting and clear communication

4. Mortgages & Equity Release

• Mortgage advice and affordability assessments
• Equity release options to release funds from your home
• Flexible solutions tailored to your financial needs

5. Family & Business Planning

• Protection of families through inheritance planning
• Business succession planning and retirement strategies

Our Approach

Our process is client-centered and collaborative. We work with you to:

• Understand your unique needs and goals
• Develop a personalized plan based on your financial situation
• Implement solutions efficiently and effectively
• Provide ongoing support and guidance

Why Choose Lumin Wealth?

• Personal and approachable financial planning
• Expert investment management with a proven track record
• Transparent and clear communication
• Ongoing support and guidance every step of the way

Ready to Take the Next Step?

Book a complimentary meeting with one of our experienced advisers and discover how Lumin Wealth can help you achieve financial security and peace of mind in retirement.