Lumin Wealth
Financial Services
Wood, United Kingdom
73 employees
- Employees
- 73
- Contacts
- 2
- Emails
- 2
Lumin Wealth Overview
- Headquarters
- Wood, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- luminwealth.co.uk
- Industry
- Financial Services
- Employees
- 73
- Founded
- 2010
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Lumin Wealth
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.
Lumin Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Lumin Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Peter Flowers | Senior Financial Planner at Lumin Wealth | St Albans, England, United Kingdom |
Email
|
| Mike Williams | Independent Financial Adviser at Lumin | Brookmans Park, England, United Kingdom |
Email
|
| Michael Harden | Chief Compliance Officer at Lumin Wealth |
View
|
|
| Jason Coppard Fpfs Mcsi Chartered Alfbf Dippmi | Financial Planning Manager | London, England, United Kingdom |
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|
Employees by Management Level
Individual contributor
13 profiles
Manager
4 profiles
Senior / Lead
3 profiles
Executive
1 profile
Associate / junior
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 5 | 4 | 1 |
| General | 2 | 2 | 0 |
| Sales | 1 | 1 | 0 |
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