Lumin Wealth
Initial consultation free
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,000 families have chosen us as trusted partner for their wealth management.
We can advise you on
Clients
helped
53helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
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
Martin Cotter
Managing Director & Chartered Financial Planner
Jon Hussey
Financial Planning Director
Joe Fisher
Financial Planning Manager
Sara Moore
Senior Financial Consultant
What our clients say
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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...
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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...
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Ralph Parry
This is a wonderful company! I am now in a much better position financially than I ever expected because of the service from these professionals.
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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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Max Pfeifer
Amazing support.
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Sharon Smith
Really professional and efficient service from all members of the team.
Legal information
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