Our Financial Consultants / Paraplanners
Sam Lyon
Financial Consultant
Sam is a financial consultant at Lumin with seven years in the industry, including five years of client-facing advisory experience. He previously advised at St. James’s Place and HSBC, gaining strong expertise across the full spectrum of financial planning. Specialising in IHT, pensions, investments, and protection, Sam is dedicated to helping clients build sustainable, long term financial plans tailored to their individual needs and objectives.
Qualifications
Economics (BSc), University of East Anglia, DipPFS
Insights by Sam Lyon
Turn the new tax year into significantly extra income
A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.
Beyond ESG or green labels: The opportunities, limitations and trade-offs
There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.
