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Financial Planning
Pensions & retirement
Inheritance
Comprehensive financial planning
Protecting family and business
Financial Health Check
Investments
Investment management
Weekly investment insights
Quarterly Investment Review
Studies
Mortgages
Insights & downloads
Lumin news
Knowledge hub
Newsletters
Studies
Factsheets & mini-guides
Seminars & events
About Lumin
Our story
Our people
WealthZentrum
Carbon Reduction Plan
Careers
Referral Scheme
FAQ
Contact us
Contact
St Albans office
London office
Beaconsfield office
Bishop’s Stortford office
Reading office
Client login
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Annual review
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12
Hi , as part of your financial plan with Lumin we need to know our records are still correct and the plan we have for you is still relevant. Would you please fill in the following questionnaire so that we can ensure we are giving you the best service for the next 12 months. Once completed we will be in touch.
Would you like to have a review with Lumin to discuss your financial plan and investments?
(Required)
Yes
No
How would you like to have your meeting:
(Required)
Telephone Call
Video Call
Face-to-Face
In advance of booking the meeting, please let us know what you would like to review with us:
(Required)
Check that your fund choices match your current risk profile
I would like to update Lumin on changes to my personal or financial circumstances
A valuation of your managed plans
A performance report
A review of the withdrawals from your investment plans
A review of your life insurance arrangements
Other (i.e. IHT, retirement, extra investments, pension consolidation, etc)
Other
(Required)
In the absence of a meeting, we are happy to send over any information that you do require. Please select from the following options any of the items that you wish for us to send to you:
(Required)
Your attitude to risk
An update to your personal or financial circumstances
A valuation of your investment plans
A performance report
A review of the withdrawals from your investment plans
A review of your financial protection arrangements
Other
None of the above
Other
(Required)
Financial Planning
Pensions & retirement
Inheritance
Comprehensive financial planning
Protecting family and business
Financial Health Check
Investments
Investment management
Weekly investment insights
Quarterly Investment Review
Studies
Mortgages
Insights & downloads
Lumin news
Knowledge hub
Newsletters
Studies
Factsheets & mini-guides
Seminars & events
About Lumin
Our story
Our people
WealthZentrum
Carbon Reduction Plan
Careers
Referral Scheme
FAQ
Contact us
Contact
St Albans office
London office
Beaconsfield office
Bishop’s Stortford office
Reading office
Client login
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