Our story
Personable financial advice and investment management since 2010
Our values
Transparent, straightforward advice delivered by highly qualified professionals.
Transparent
We give clients clear, straightforward advice with a competitive cost structure, so they always know where they stand.
Qualified
As a Chartered firm, our Financial Planners and Paraplanners hold the qualifications to handle complex, long-term planning.
Personable
Through 1:1 consultations we get to know every family, growing and protecting their wealth over the long term.
Growing
From 2010 to 120+ people and £1.6 billion in client assets, we continue to grow our presence across the UK.
Join a modern, trusted IFA
Apply your technical expertise and help clients make well-informed decisions.
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Our mission
Our mission is to help families be better prepared for their retirement journey, so that they can achieve greater long-term financial security and peace of mind.
Backed by Swiss expertise
We are part of VZ Group, the leading independent financial services provider in Switzerland, which employs around 1,700 people and is listed on the SIX Swiss Exchange. Together, Lumin and VZ have helped many thousands of families be financially prepared for retirement.
Our six offices
St Albans (Head Office)
2nd Floor, 4 Beaconsfield Road
St Albans
Hertfordshire
AL1 3RD
GB
London
3rd Floor, 65 Carter Lane
London
City of London
EC4V 5DY
GB
Beaconsfield (Penn)
4 Pauls Hill, Penn
High Wycombe
Buckinghamshire
HP10 8NZ
GB
Bishop's Stortford
Office 13, Riverside House, Riverside
Bishop's Stortford
Hertfordshire
CM23 3AJ
GB
Reading
Merlin House, Brunel Road
Theale
Berkshire
RG7 4AB
GB
Ferndown
9 Nimrod Way
Ferndown
Dorset
BH21 7UH
GB