Our Financial Consultants / Paraplanners
Tom Stephenson
Financial Consultant
Tom joined Lumin in October 2025, having worked as an adviser for eight years at a wealth management firm in Henley. Tom is working towards achieving Chartered status and has many years of experience in dealing with high net worth clients.
Qualifications
Geography BSc (hons), University of Worcester, London Institute of Banking & Finance- Diploma in Financial Advice Level 4 (DipFA)
Insights by Tom Stephenson
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.
