Our Financial Consultants / Paraplanners
Kim Leonard
Senior Paraplanner & Team Leader
Kim joined Lumin Wealth in 2022 and has over 15 years’ experience in the industry, providing paraplanning, technical support and assisting clients through the advisory journey. Kim holds a Level 6 Advanced Diploma in Regulated Financial Planning through the CII and is also a member of the CISI.
Qualifications
FPFS, MCSI, Cert PFS (DM & Securities), Cert CII (MP & ER)
Insights by Kim Leonard
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.
