Our story

Lumin provides personable financial advice and investment management services. With a fully dedicated team of Financial Consultants and Paraplanners, over 4,000 families trust us with their wealth management needs and we currently manage £1.6billion in client assets.  

Through 1:1 consultations, Lumin’s financial plans are geared toward growing and protecting wealth by optimising our clients’ income, assets, tax burden and financial security. 

We are a Chartered firm and have been consistently ranked among the top advisers in the UK according to the FT Adviser’s and Citywire’s New Model Adviser’s top 100 financial advice firm rankings. 

Lumin was founded in 2010 as a modern financial advice and investment firm with a competitive cost structure. After more than a decade of uninterrupted growth, the business has scaled to 120+ employees, with offices in St Albans, London, Beaconsfield, Reading, Bishop’s Stortford and Poole. 

We are part of VZ Group, the leading independent financial services provider in Switzerland which employs around 1,700 people. The collaboration has cemented our core values of providing transparent, straightforward advice delivered by highly qualified professionals.