Our Financial Consultants / Paraplanners

Sam Lyon

Financial Consultant

Sam is a financial consultant at Lumin with seven years in the industry, including five years of client-facing advisory experience. He previously advised at St. James’s Place and HSBC, gaining strong expertise across the full spectrum of financial planning. Specialising in IHT, pensions, investments, and protection, Sam is dedicated to helping clients build sustainable, long term financial plans tailored to their individual needs and objectives.

Qualifications

Economics (BSc), University of East Anglia, DipPFS

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