Lumin Wealth Management

Independent Financial Adviser  Lumin Wealth Management, Hertfordshire, St. Albans, AL3 6PH
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FCA authorised
Last authorised 14th June 2021
We Combine Clear Straightforward Financial Planning With In House Personal Fund Management To Provide Great Service With Low Charges
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Corporate pension
Meet our advisers
MR Martin Cotter
Director and Financial Adviser
MR Jon Hussey
Director and Financial Adviser
MR Jeremy Smith
Financial Planner
MR Geoff Buckland
Chartered Financial Planner
MRS Donia Dimov
Financial Planner
MR Neville Pereira
Financial Planning Director
MR Simon Ricca
Chartered Financial Planner
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Lumin Wealth Management, Unit 5, Sandridge Park, Porters Wood, Hertfordshire, St. Albans, AL3 6PH

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