
Lumin Wealth
Initial consultation free
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
We can advise you on
Clients
helped
helped
321
Minimum
pension value
pension value
£150k+
Minimum
wealth
wealth
£150k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Jason Coppard
Financial Planning Manager
Max Dymoke
Financial Consultant
What our clients say
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Keith Nixon
Delighted we moved to Lumin several years ago...What's not to love?
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Bernie Varndell
I feel a need to write this as I consider myself a most fortunate person. About to retire, I face a worry free and financially secure future because of Lumin Wealth.
I have been a client of Martin Cotter for 20 years, and on meeting my financial affairs were in disarray and devoid of any strategy or planning.
Now I have a structured, planned, tax efficient strategy which has changed direction but grown even through the turbulence of those years.
Their proactive work ethic is second to none and moreover I have always felt respected and treated as an individual.
A massive thank you to all the team, and I am comforted in the knowledge that you will still be there protecting and maximising my investments, giving my children and grandchildren a brighter future too.
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Matthew Price
A great company. I find financial advice very daunting, but Lumin made the whole experience straightforward and stress free.
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Anne Hemsi
Everyone we dealt with was friendly, helpful, knowledgeable and interested in providing the best service possible. The company is looking towards preserving the planet with investments, and our experience has been far better than with any previous financial advisors. We feel comfortable and confident with Lumin.
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