Lumin Wealth

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Lumin provides personable financial advice alongside investment management services. Over 3,000 families trust us with their wealth management needs. We are a Chartered firm and have been consistently ranked among the top advisers in the UK according to the FT Adviser’s and New Model Adviser’s top 100 financial advice firm rankings. Lumin was founded in 2010 by Managing Directors Martin Cotter and John Cusins as a modern financial advice and investment firm with a competitive cost structure. After more than a decade of uninterrupted growth, the business has over 80 employees, with offices in St Albans, Cambridge and central London. We have had the backing of VZ Group, Switzerland’s leading independent financial services firm, since May 2021. The collaboration has cemented our core values of providing transparent, straightforward advice delivered by highly qualified professionals.

Company Details

Employees
73
Founded
-
Address
5 Sandridge Park, Porters Wood,united Kingdom
Phone
+44-01727-893-333
Email
in****@****h.co.uk
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
St Albans
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Lumin Wealth acquires IFA firm based in Berkshire - Money Marketing

Lumin Wealth acquires IFA firm based in Berkshire Money Marketing

Insight: Unused pension assets will be liable for IHT from April 2027 - The Law Society Gazette

Insight: Unused pension assets will be liable for IHT from April 2027 The Law Society Gazette

Lumin Wealth expands with RBS Associates mortgage acquisition - Money Marketing

Lumin Wealth expands with RBS Associates mortgage acquisition Money Marketing

VZ Group enters UK wealth market with stake purchase in Lumin Wealth - Private Banker International

VZ Group enters UK wealth market with stake purchase in Lumin Wealth Private Banker International

Swiss firm targets UK expansion with 50% stake in Lumin Wealth - Portfolio Adviser

Swiss firm targets UK expansion with 50% stake in Lumin Wealth Portfolio Adviser

Lumin Wealth adds £50m in AUM with latest acquisition deal - Professional Adviser

Lumin Wealth adds £50m in AUM with latest acquisition deal Professional Adviser

Lumin Wealth partners up with Davidson Deem - Mortgage Strategy

Lumin Wealth partners up with Davidson Deem Mortgage Strategy

Lumin Wealth acquires Essex adviser - Money Marketing

Lumin Wealth acquires Essex adviser Money Marketing

Lumin Wealth acquires Hertfordshire-based IFA - Money Marketing

Lumin Wealth acquires Hertfordshire-based IFA Money Marketing

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