Lumin Wealth

On Thursday, July 8th at 12 noon, we are running a ‘Be better off with retirement planning’ webinar, we will focus on: Avoid costly pitfalls and make full use of tax breaks Making the most of your pension assets and more. Register your place at luminwealth.co.uk

On Tuesday, July 6th at 12 noon, we are running The keys to successful estate/IHT planning, Our complimentary webinars last for 45 minutes and are followed by Q&A. We will guide you through the key topics of each presentation and also address any questions that you may have.

If you would like to learn more about retirement and inheritance planning from our Lumin experts, then register for one of our free webinars. On July 6th we are running The keys to successful estate/ IHT planning at 12 PM, register today via our website luminwealth.co.uk

We are proud to announce the launch of our new website. Visit us on luminwealth.co.uk to see our new look. #financialadvice #financialplanning

Lumin Wealth are pleased to announce we have acquired Chamberlain Stean and West Limited (CSW), a Hertfordshire based financial advice firm. We are delighted to welcome Chris West, & Mike Williams and the CSW team to the Lumin family.

Future proof of your finances. Whatever is on your list in the short or long term, having solid financial foundations is key to achieving them. @LuminWealth can help you put a savings plan in place.

2020 has seen us once again receive accolades from the industry’s top publication. W have been named by New Model Adviser (NMA) as one of the Top 100 financial planning firms in the UK. #i=16" target="_blank" rel="nofollow noopener">citywire.co.uk/new-model-advi…

In our October Investment Review we discuss how not only has Covid-19 brought extreme uncertainly to financial markets, but we now also have on the near horizon two other areas of ‘known unknowns’. Brexit and the US Presidential election. Click here: lnkd.in/g737Dtt

We are proud to announce for the 3rd year running @LuminWealth has been named in the @FTAdviser Top 100 list for 2020. The list is a comprehensive ranking of financial advisers currently operating in the UK.

We want all our clients and friends of @LuminWealth to know that we are actively following UK Government advice concerning coronavirus. If you would to know more about the measures we have put in place click here: luminwealth.co.uk/category/news/

We enjoyed a great lunch hosted by Simon Ricca @IvyMarketGrill, London. Mike Felton, @LuminWealth Investment Officer, shared his views on current market conditions. Lunch & the company were excellent, thank you to Simon & to all those who attended who made this a huge success.

Budget Changes March 11th 2020. Click here to read our summary of how changes in the 2020 budget may effect you. luminwealth.co.uk/budget-changes…

International women’s day celebrates equality. An equal world is an enabled world. On March 8th we’re celebrating all the amazing women at @LuminWealth. We are extremely lucky to have an incredible team of intelligent, fun and hardworking women in our business. @Women_on_IWD

@LuminWealth have been shortlisted in the @biz4Biz_Awards for the best Legal and Financial provider, recognising excellence in business across Hertfordshire.

We were excited to take part in the @HomeStartHerts annual pancake race in St Albans! Team @LuminWealth put in an outstanding performance despite the chilly weather conditions and strong competition! A fun afternoon raising money for a great charity. #Luminpancakefest #charity

With ESG investing in 2019 setting the pace for 2020. Click below: lnkd.in/ght6_RE to find out how Lumin Wealth approaches the critically important subject of ethical investing.

Our January Investment Review is now available. In this edition, we wave goodbye to the 2010s and welcome the roaring 20s. To find out this and more, click here: luminwealth.co.uk/wp-content/upl…

Another important game this weekend at Clarence Park for @stalbanscityfc and we are proud to say @Luminwealth are the match sponsors!

Following the recent regulatory pressures on pension transfer advice, we are now registered as a Professional Introducer to Pension Income Planning Limited. This will allow us to continue to offer a facility to advise on our clients' defined benefit pension schemes. @LuminWealth