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 car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 30 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Lumin Wealth

Lumin Wealth 5 Sandridge Park, St Albans AL3 6PH, United Kingdom

☎️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 is a reputable financial planning and investment service provider, located at 5 Sandridge Park, St Albans AL3 6PH, United Kingdom. The company can be reached at 1727893333 or through their website luminwealth.co.uk.

Especialidades y Servicios

Among their specialties, Lumin Wealth offers financial planning and investment services. They assist clients in managing their wealth, preparing for long-term needs such as pensions and investments, and answering queries related to financial matters. The company is known for its professionalism, knowledge, and willingness to go above and beyond for clients.

Ubicación y Acceso

The wheelchair-accessible premises of Lumin Wealth are situated at a convenient location with a wheelchair-accessible car park, entrance, and toilet facilities on site. Appointments are recommended.

Opiniones y Calidad

Lumin Wealth has garnered a total of 30 reviews on Google My Business, with an average rating of 4.9/5. Customers have praised the company for its professionalism, expertise, and exceptional customer service.

Características Principales y Diversos Datos de Interés

Lumin Wealth stands out for its commitment to helping clients manage their wealth effectively and securely. With a team of knowledgeable and dedicated professionals, the company is an ideal choice for those seeking financial guidance and investment services.

👍 Reviews of Lumin Wealth

William R.

5/5

Used Lumin Wealth and could not recommend Jack Dudley more. He assisted me with what I should do with my wealth and preparing long-term for my future e.g. pensions, investments. Not only did he answer queries I had, he also went above and beyond providing extra advice. Incredibly professional and knowledgeable on everything finance.

Michael R.

5/5

Jack Dudley was extremely helpful in assisting with pension planning and advising on how to manage my finances. Very professional, knowledgeable and keen to help. Highly recommend.

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.

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.

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.

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.