Lumin Wealth - St Albans

Address: 5 Sandridge Park, St Albans AL3 6PH, United Kingdom.
Phone: 1727893333.
Website: luminwealth.co.uk
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 26 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Lumin Wealth

☎️1727893333

⏰ Open Hours of Lumin Wealth

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–5:30 PM
Saturday: Closed
Sunday: Closed

Lumin Wealth: A Comprehensive Guide

Lumin Wealth, located at Address: 5 Sandridge Park, St Albans AL3 6PH, United Kingdom, is a renowned financial planning and investment service company. Their phone number is 1727893333, allowing clients to reach out for any inquiries or assistance. With a strong presence on the web at luminwealth.co.uk, the company offers a comprehensive range of services designed to help individuals achieve their financial goals.

Especialidades

Financial planner - Lumin Wealth specializes in creating personalized financial plans that cater to the unique needs of each client.
Investment service - The company offers a wide array of investment options, ensuring that clients can choose the best fit for their financial objectives.

Otros datos de interés

Lumin Wealth prioritizes accessibility for all clients, offering features such as a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, ensuring that everyone can access their services comfortably.

Opiniones

With an impressive 4.9/5 average opinion rating, Lumin Wealth has garnered a strong reputation among its clients. The company has received 26 reviews on Google My Business, highlighting their exceptional service and commitment to client satisfaction.

One notable testimonial shares that switching to Lumin Wealth from a previous financial management provider was one of their best decisions. The client praised the company's improved funds growth and superior support, especially from James Corcoran, emphasizing the positive impact on their financial journey.

Final Recommendation

For anyone seeking a reliable and professional financial planning and investment service, Lumin Wealth is an excellent choice. With their extensive expertise, personalized approach, and commitment to accessibility, they have proven to be a valuable partner for countless individuals in achieving their financial goals.

We highly recommend contacting Lumin Wealth through their website at luminwealth.co.uk to explore their services and take the first step towards a brighter financial future.

👍 Reviews of Lumin Wealth

stevec356

5/5

Switched to Lumin Wealth from my previous Financial Management provider at the start of this year as they were providing poor growth and support.

Lumin have been excellent so far with much improved funds growth and support has been far superior, especially from James Corcoran. It has proved to be one of my best decisions.

Joe C.

5/5

Graham Connor, Financial Planning Manager at Lumin Wealth, has advised and guided our family, with investments and finances for the past 5 years. He is the best advisor we have ever partnered with.

The advice and choices given we believe are based on sound knowledge. Advice, both verbal and written, is always clear. We receive quick responses when making contact and never feel rushed to make important decisions.

We're sent regular reviews and updates of finances and investments have been simplified and have grown.

Anyone seeking financial advice and planning from Graham and his team at Lumin Wealth, would in our experience, be in very good hands. We are more than happy to recommend them.

Jake E.

5/5

Lumin wealth have managed mine and my wife's wealth platform for a number of years. In this sometimes confusing world you need someone who not only knows what they are doing, but can explain in jargon free plain English. Will Harris our platform manager is one such person, we feel very much skilled by his predecessor Jon Hussy - we trust that our relationship will be for many more years to come.

Peter N.

5/5

I greatly appreciate the professional advice and service Lumin provides. The information I have received is clear and the annual reviews are particularly helpful. Kris Fisher has been especially prompt and attentive in the support I have received in financial planning.

Brian K.

5/5

Delighted with the service from Joe Fisher and Ellie Baskett - made the whole process simple, easy to understand and completely seemless - Highly Recommended

Stuart R.

5/5

Lumin has been an invaluable partner in managing our wealth, offering expert financial guidance and investment advice. Their unwavering support amidst our family circumstances showcased a remarkable level of professionalism. Grateful for their exceptional service.

Helen B.

5/5

The team at Lumin have been wonderful as they have listened to my requirements, explained everything clearly and presented written reports for me to consider.

I am delighted that I am now a client of Lumin. Apart from the professional advice I really appreciate the personal service. I have peace of mind knowing I have a great team looking after my finances and that I can talk to them.

Rob B.

5/5

First Class Service - Again!
Lumin Wealth carried out another pension transfer for me to consolidate a stray employer pension into my main, Lumin-managed one. Just had to tell them about it and they were on the case keeping me informed every step of the way through to completion. Service simply couldn't have been better! Highly recommended.