We understand the importance of regular and ongoing discussions with clients and conduct a full review and rebalance of each client’s portfolios every single quarter.
Transparency, honesty and integrity lie at the centre of what we do and are the basis of our company. We aim to be as clear as possible about what we do, how and why we do it, and what it is going to cost.
We provide financial advice to, and manage discretionary investment portfolios for private clients, families, trustees and companies using tax efficient structures such as pensions, SIPPs, ISAs, investment bonds, trusts and general investment accounts.
Lumin Wealth Management, Unit 5, Sandridge Park, Porters Wood, Hertfordshire, AL3 6PH
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