Our Financial Consultants / Paraplanners
Alex Pegg
Financial Consultant
Alex is a Financial Consultant based in our London office. He joined Lumin in May 2022 and brings over eight years of experience in Financial Planning. Alex delivers holistic, personalised advice, helping clients build financial plans that align with their goals and values.
He works closely with individuals and families to navigate uncertainty, make informed decisions, and move forward with clarity and confidence, ensuring they feel supported at every stage of their financial journey.
Qualifications
Geography (BA), University of Exeter, DipPFS, CertPFS (DM & Securities)
Insights by Alex Pegg
Is your pension IHT-proof or about to take the hit?
With pensions falling into the IHT net from April 2027, taking the necessary steps now can help protect your legacy before the changes move against you.
What are your options if you took your pension tax-free cash ahead of the Budget?
There are a number of solutions available to those who recently accessed their tax-free pension cash. In some cases, a combination of measures can represent the best solution.
Funding school fees by remortgaging
A specialist broker can help you find the best deal if you’re looking to borrow against your home to cover the cost of school fees.
