Lumin Wealth Management
Lumin Wealth Management offers financial advice and investment management services. They serve over 3,500 families with their wealth management needs.
- Mortgages
- Investments
- Equity release
- Pensions & retirement
- Financial Health Check
- Inheritance & tax planning
- Protecting family and business
- Comprehensive financial planning
Locations
Digital Popularity
Competitors
Saltus is a wealth management firm that provides a range of financial planning and investment management services to individuals and institutions.
KDW Financial Planning offers independent financial advice from their headquarters in St Albans, Hertfordshire.
Audley Wealth offers a fresh and straightforward approach to financial planning, pension planning, retirement planning, and asset management.
St.
Avidity Wealth Management is a client-focused financial planning practice dedicated to understanding your needs and objectives to help you achieve them.
Company Details
Lumin Wealth Management is operated by Lumin Wealth Management Limited and is a Active company incorporated on 6 September 2010 with the registered office located in St. Albans, Hertfordshire. Lumin Wealth Management Limited was registered 15 years ago.
Status
Active
Size
Small
Directors
11
Age
15 years old
Employees
16
Turnover
£1.22M
Total Assets
£1.17M
Cash in Bank
£128.62K
Total Liabilities
-£479.57K
Teams
61
38
36
5
3
2
8
Chief Operating Officer • Joined Sep 2016
Director • Joined Jan 2014
Executive Search • Joined May 2017
Finance Manager • Joined Oct 2020
Office Manager • Joined Mar 2022
Implementation Manager • Joined Apr 2024
Integrations Manager • Joined Feb 2022
Paraplanning Manager • Joined Jan 2021
Investment Manager • Joined Jan 2024
Investment Manager • Joined Sep 2021
Chief Operating Officer • Joined Sep 2016
Director • Joined Jan 2014
Executive Search • Joined May 2017
Finance Manager • Joined Oct 2020
Office Manager • Joined Mar 2022
Implementation Manager • Joined Apr 2024
Paraplanning Manager • Joined Jan 2021
Senior Investment Manager • Joined Mar 2021
Mergers And Acquisitions Manager • Joined Mar 2021
Migration Coordinator • Joined Jul 2024
Finance Manager • Joined Oct 2020
Paraplanning Manager • Joined Jan 2021
Investment Manager • Joined Jan 2024
Investment Manager • Joined Sep 2021
Senior Investment Manager • Joined Mar 2021
Financial Planning Manager • Joined Sep 2020
Mergers And Acquisitions Manager • Joined Mar 2021
IFA Administrator • Joined Jan 2025
Finance Associate • Joined Sep 2022
Investment Analyst • Joined Sep 2022
Freelance Interior Designer • Joined May 2021
Marketing & Events Coordinator
Senior Content Editor • Joined Jun 2021
Executive Search • Joined May 2017
Head Of Learning And Development • Joined Jul 2022
Implementation Manager • Joined Apr 2024
Integrations Manager • Joined Feb 2022
Data Analyst • Joined Mar 2021
Data Analyst • Joined Jan 2022
Paraplanner / Financial Analyst
Financial Planning Manager & Chartered Financial Planner • Joined Aug 2022
New Business Administrator & Client Services Coordinator • Joined Mar 2022
Paraplanner & Team Leader • Joined Aug 2019
Client Trading • Joined Jun 2023
Senior Chartered Financial Adviser • Joined May 2023
Senior Financial Planner At Lumin Wealth • Joined Mar 2022
Senior Paraplanner & Team Leader • Joined Sep 2024
Senior Paraplanner & Team Leader • Joined Aug 2022
View 61 members