Our Financial Consultants / Paraplanners
Jason Coppard
Financial Planning Manager / Chartered Financial Planner
Jason is a Fellow of the Personal Finance Society and Chartered Financial Planner with over 25-years’ experience assisting clients and their families with complex and long-term financial planning solutions. As Head of London and South, Jason leads the fastest growing region at Lumin Wealth. Prior to joining Lumin, Jason completely modernised a boutique IFA practice in Surrey introducing new processes and disciplines quadrupling its size in seven years. Jason continues to enhance his knowledge working with his excellent colleagues at Lumin.
Qualifications
FPFS Chartered ALFBF & MCSI DipPMI Cert PFS (DM & Securities) Cert CII (MP & ER)
Expertise
Insights by Jason Coppard
Autumn Budget 2026: What’s being discussed?
After much anticipation, the recently elected Prime Minister, Andy Burnham, and Chancellor of the Exchequer, John Healey, will be setting out their economic outlook in the 2026 Autumn Budget. So, what’s being discussed and what does it mean for your financial planning?
Autumn Budget 2026: What’s being discussed?
After much anticipation, the recently elected Prime Minister, Andy Burnham, and Chancellor of the Exchequer, John Healey, will be setting out their economic outlook in the 2026 Autumn Budget. So, what’s being discussed and what does it mean for your financial planning?
What’s changing from 6 April? New rules to be aware of this tax year
With a new tax year, comes new rules. This means that from 6 April, many new measures will be taking effect – likely changing the course of your financial planning strategy.
