Have just started working with Lumin Wealth and my contact there Israel Babatunde. Israel is super knowledgeable, efficient and is adept using modern AI tools to always keep me informed on my pension... Mehr ansehen
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
James Corcoran & Christine Ford have both been very efficient & helpful with sorting out our future pension requirements. My wife’s pensions were with numerous companies due to job changes over t... Mehr ansehen
We have been delighted with our experience with Kris Fisher and Lumin. He is well informed, friendly and always helpful when we need advice. We are very pleased to have our various accounts brought... Mehr ansehen
Kris Fisher has been my financial advisor for a few years now, always really helpful, knowledgeable and has given me sound advice. Lumin have collated a number of different pensions all into one plac... Mehr ansehen
Unternehmensdetails
Vom Unternehmen geschrieben
Lumin provides personable financial advice and investment management services. With a fully dedicated team of Financial Consultants and Paraplanners, over 3,500 families trust us with their wealth management needs and we currently manage £1.4billion in client assets. Through 1:1 consultations, Lumin’s financial plans are geared toward growing and protecting wealth by optimising our clients’ income, assets, tax burden and financial security. We are a Chartered firm and have been consistently ranked among the top advisers in the UK according to the FT Adviser’s and Citywire's New Model Adviser’s top 100 financial advice firm rankings. Lumin was founded in 2010 as a modern financial advice and investment firm with a competitive cost structure. After more than a decade of uninterrupted growth, the business has scaled to 100+ employees, with offices in St Albans, London, Beaconsfield, Reading, Bishop’s Stortford and Poole. We are part of VZ Group, the leading independent financial services provider in Switzerland which employs around 1,700 people. The collaboration has cemented our core values of providing transparent, straightforward advice delivered by highly qualified professionals.
Kontaktinformationen
2nd Floor, 4 Beaconsfield Road, AL1 3, St Albans, Vereinigtes Königreich
- 03300 564 446
- info@luminwealth.co.uk
- luminwealth.co.uk
4.8
Hervorragend
49 Bewertungen
Keine aktuellen Aufzeichnungen über Bewertungseinladungen
Dieses Unternehmen hat Kunden in letzter Zeit nicht zur Bewertungsabgabe eingeladen, daher sind die Bewertungen möglicherweise nicht repräsentativ.
So nutzt dieses Unternehmen Trustpilot
Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
Outstanding team work at Lumin Wealth
I would like to praise the whole team at Lumin Wealth and especially James Corcoran, for outstanding service, advice and support during the challenging past twelve months.
As a WASPI, my investments were converted to a drawdown facility in 2017 to support me through early retirement and beyond. Sadly I became a 'forgotten' client with my previous provider where the service became slow and support was poor. I switched to Lumin last year and that has proven to be a wise and profitable move!
An email or a phone call accesses prompt, friendly and knowledgeable advice with regular updates as required and excellent fund management has resulted in investment growth pacing my monthly withdrawals.
The future is clearer thanks to the team at Lumin Wealth.
Many thanks everyone
Chrissie Williams
21. Mai 2024
Bewertung ohne vorherige Einladung
Trusted Company
Switched to Lumin Wealth from my previous Financial Management provider at the start of this year as they were providing poor growth and support.
Lumin have been excellent so far with much improved funds growth and support has been far superior, especially from James Corcoran. It has proved to be one of my best decisions.
16. Mai 2024
Bewertung ohne vorherige Einladung
Reliable and supportive wealth management
In my six months as a client of Lumin, I've experienced nothing but excellence. However, it's the longstanding support they've provided to my family during tough times that truly sets them apart. From tailored financial solutions to unwavering support, Lumin has proven themselves to be a reliable and compassionate partner in wealth management. I highly recommend Lumin to anyone seeking trustworthy and supportive financial services.
6. Mai 2024
Bewertung ohne vorherige Einladung
Thank you Martin and Lumin
I have known Mr Martin Cotter of Lumin for over 25 years.
During that time Martin has financially planned my income and maximised my relatively minor pension contributions into financial security for myself and my family.
I am now 75 years old , living a full and carefree retirement , happy in the knowledge that my future financial security is guaranteed.
More importantly , due to excellent financial planning ,my family’s future will be happier and more secure when I depart our wonderful world.
Thank you so much Martin and all at Lumin.
Kindest of regards,
Bernard Varndell
3. Mai 2024
Bewertung ohne vorherige Einladung
First Class Service
First Class Service - Again!
Lumin Wealth carried out another pension transfer for me to consolidate a stray employer pension into my main, Lumin-managed one. Just had to tell them about it and they were on the case keeping me informed every step of the way through to completion. Service simply couldn't have been better! Highly recommended.
18. April 2024
Bewertung ohne vorherige Einladung
After selling my business I was keen to…
After selling my business I was keen to find a company that would manage my investments to ensure I would have enough for early retirement.
Lumin Wealth gave me the confidence that this would be managed exactly as I wished for. The information at all times was readily available and you can get involved as much or as little as you wish.
For me it was a fully managed product with little intervention from me and even in a challenging market and times they have succeeded in growing my initial investment.
Thanks guys
1. November 2023
Bewertung ohne vorherige Einladung
Wonderful service
Wonderful service. I'm always confident that my pension investments are in the best possible hands.
17. April 2024
Bewertung ohne vorherige Einladung
So funktioniert Trustpilot
Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.
Zum Schutz unseres Portals setzen wir auf eine Kombination aus spezialisierten Mitarbeitern und cleveren Technologien. Erfahren Sie, wie wir gefälschte Bewertungen bekämpfen.
Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.
Hier finden Sie 8 Tipps für das Schreiben von Bewertungen.
Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.
Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.