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Helping families be better equipped for their retirement journey and ultimately be better off with the provision of specialist financial advice and wealth management.
At Lumin Wealth, our mission is to help families be better equipped for their retirement journey and ultimately be better off with the provision of specialist financial advice and wealth management.
We are proud to be a Law Society’s Private Client Section Supporter, offering tailored support to solicitors through our expert guidance, practical resources, and advice based on the most up-to-date and current legislation, regulations, and taxation – helping you navigate complex pension rules and other financial planning challenges with confidence.
We have extensive experience in supporting legal professionals and their families with their personal financial planning needs and collaborating effectively with mutual clients. This has included many Infected Blood victims with the difficult and nuanced decision on IBCA payment options (lump sum vs. guaranteed income), as a named supplier on the Crown Commercial Service framework.
How Lumin Wealth can support you and your clients:
Lumin’s financial consultants offers specialist and award-winning financial planning and wealth management for private clients
Independent, holistic advice:
Breadth and depth of expertise across investments, pensions, tax/estate planning, mortgages, financial/personal protection; including business relief, VCT/EIS, and investment strategies for trusts and family investment companies
Experience working with solicitors:
Bespoke advice around strategies to mitigate IHT liabilities, investing lump sums, and cash flow planning in retirement and later life
Chartered Financial Planner status:
Fully aligned with your rigorous standards of knowledge, conduct, and professionalism
Long-term stability and proven track record:
You and your clients can rely on Lumin VZ’s 33-year history of dependable expertise and service excellence
Cost-effective advice and wealth management:
A broad range of investment solutions to cater for different client needs and preferences, via the provision of competitively priced ongoing services
Backed by Switzerland’s leading financial experts:
We are part of VZ Group, the leading independent financial services firm in Switzerland, offering unparalleled expertise in retirement planning since 1993. VZ Group look after £60bn assets for over 100,000 clients.
