"I have been with company for many…"

I have been with company for many years.
They are very professional and my finances are in the best possible hands

"Pension and financial advice"

The service and advice provided by Jason Coppard and Kim Leonard has been exceptional from day one.
In particular they have been so helpful in helping us to understand the complexities of the pension and financial world.

"Safe Hands"

James Corcoran has been my financial advisor for nearly ten years and, as a trusted pair of hands, when he joined Lumin, I had no hesitation in transferring the management of my pension fund to them. In the year that I have been with Lumin, I continue to be extremely pleased with the growth of my fund, thanks to their investment team and the continued easy access and response from James.

For those considering moving their funds to Lumin, the transfer was completely painless, James and Lumin took care of everything both personally and financially.

"James Cocoran fromJames Cocoran - Lumin Wealth Lumin has been…"

James Cocoran from Lumin has been helping me with my finances for the last few years and has guided me into retirement. James is very knowledgable and I would recommend Lumin and particularly James to anyone looking for sound financial advice.

"5 Star Graham Connor"

Graham Connor, Financial Planning Manager at Lumin Wealth, has advised and guided me with investments and finances for the past 5 years, and is the best advisor I’ve had over many years.

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

I am sent regular reviews and updates of my finances and my investments have been simplified and have grown. The advice I have received include Inheritance Tax Planning and Trusts have been set up - all important considerations, especially for a pensioner like myself with a family.

Anyone seeking financial advice and planning from Graham and his team at Lumin Wealth would I’m sure be in very good hands. I am more than happy to recommend them.

"Excellent advice and transfer process "

Lumin provide the holistic financial planning service which suits our needs for long term financial planning . The transfer from our previous financial products has been stress free and everyone we have communicated with has been very responsive and helpful .

"A crucial choice for retirement. Having had relatively poor financial…"

Having had relatively poor financial advice previously, my husband and I moved our retirement funds/pensions to James at Lumin about 2 years ago.. We have received excellent advice, a very personal service with regular face to face meetings. Our funds have increased impressively and we have a thorough understanding of our retirement options going forward. I cannot recommend the team at Lumin more highly.

"James Corcoran investment provider giving excellent advice and carrying it out for us."

I have been with James Corcoran as our investment adviser for several years and it was also before he joined Lumin.
He has an excellent understanding of our financial position and is able to give us excellent investment advice and carry it out for us.

" Outstanding team work at Lumin Wealth"

I would like to praise the whole team at Lumin Wealth and especially James Corcoran, for outstanding service, advice and support during the challenging past twelve months.

As a WASPI, my investments were converted to a drawdown facility in 2017 to support me through early retirement and beyond. Sadly I became a 'forgotten' client with my previous provider where the service became slow and support was poor. I switched to Lumin last year and that has proven to be a wise and profitable move!

An email or a phone call accesses prompt, friendly and knowledgeable advice with regular updates as required and excellent fund management has resulted in investment growth pacing my monthly withdrawals.

The future is clearer thanks to the team at Lumin Wealth.
Many thanks everyone
Chrissie Williams

"Trusted Company"

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.