Clear Plan

Designed around you and
the way you want to live

Clear Trust

Sensible, straightforward
plans and investments

Clear Freedom

Enjoy your money
without the worry


1. Arrange a free meeting with one of our advisers

2. We design a long-term financial plan for you

3. We place your hard-earned funds in sensible, straightforward investments

4. You enjoy your money without the worry

Clear trust, sensible and straightforward.

If you would like the opportunity to have a no-obligation discussion about how the Lumin Wealth Management team might be able to help you plan and manage your financial affairs then please do get in touch.

Contact Us

Don’t just take our word for it.

Lumin made everything seem so straightforward. My finances used to be a total mess and my Lumin advisor went through everything in a really clear way.
I now have a clear financial plan that I understand and all of my old pensions and ISAs are in one place and being invested so I don’t have to worry about them anymore. I would definitely recommend them.
Margaret from London
I have previously managed all of my own investments on a direct platform. I have now reached a stage in my life when I wanted someone else to do this for me. I reviewed several advisors and chose Lumin as they have the best service and quality investment portfolios I could find, at a low fee rate that is highly competitive compared to other advisors I met.
Ian from Surrey
Having recently sold my business I have a large capital sum to invest and needed this to be done in a sensible and cautious way. I really like the approach of the Lumin portfolio I have been advised to invest in, with a good balance of assets for upside, but also many investments to protect the downside so I do not worry too much about losing my capital.
George from Bedford
For me, Lumin Wealth offer the perfect combination of good service and investment expertise, charging what I consider to be a reasonable fee structure, especially when compared to the rest of the managed portfolio market.
Andrew from Hertford