Clear plan, brighter wealth

Put simply, we help clients by creating the building blocks of their financial future, preserving and managing their money so that they can achieve their wealth goals. 

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Making your goals our goals

At Lumin, we set ourselves two important goals when dealing with our clients: to implement effective financial strategies that create, grow and manage their wealth and to provide the very best in personal service.

Your Journey

A wealth of talent

We have a highly qualified team made up of professionals from chartered financial planners, actuaries and accountants which is unique in our industry. Every member of staff understands the need for continuous professional improvement to maintain our high standards

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