Referral Reward

Are you an existing Lumin Wealth client? Do you know someone who is looking for trusted advice on their investments and/or retirement planning?

You can get a £150 Amazon gift card reward* for referring friends, family or colleagues who join Lumin (as part of an ongoing advice and investment relationship).

The initial charge is fixed at 1% for anyone you refer (our initial charge ranges from 1–3%). This means your referral will receive even better value for money. 

Simply fill out the details below for you and your referral. Once they join Lumin, we will send you your £150 Amazon gift card via post.

*Terms and conditions apply. For full terms and conditions please click here.

How we can support you

Resources

Factsheets

We produce a range of factsheets and mini-guides to help our clients and consumers stay up to date and informed about key financial planning topics.

Resources

Newsletters

Our financial planning and investment newsletters provide timely insights, delivered directly to your inbox every single month.

Resources

Podcast

Join Financial Planning Manager James Corcoran and Financial Consultant Jack Dudley as they discuss the financial topics you should be aware of.

Resources

Studies

Our studies provide thoughtful analysis, market research, and evidence-based insights to guide our clients through an ever-changing financial landscape.

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