Lumin Wealth Management
Lumin Wealth Management provides financial planning and investment management for individuals, corporates, trusts and charities throughout the UK.
Lumin Wealth Management was founded by Managing Directors, Martin Cotter, who has worked in the financial services industry for over three decades and John Cusins, who has held senior directorial posts within the finance industry. Together they had a vision to establish a financial advice and investment firm which challenged the norm and was futuristic in its cost structure and use of technology.
Over the years it has grown steadily through referrals and recommendations from clients and professional connections, and today it’s an integrated team that numbers more than 20 people.
Lumin is recognised as a highly-skilled and professional team. Each member shares a commitment to technical expertise and excellent customer service. Our hallmarks of integrity, probity, clarity and openness have led to the creation of lasting relationships based on mutual respect and trust.
Throughout its existence, Lumin has been clear about its mission: to be recognised as a consistently good steward of money rather than an aggressive chaser of performance. We focus our energies and we have built our reputation on financial planning and discretionary fund management.
How we can help
Joint Managing Director, John Cusins is proud of what Lumin has to offer: “Ours is an integrated and expert team, with every member operating to the same high and consistent standards of customer care. We believe in keeping our service as simple and streamlined as possible; we’ve kept our operations under our own control, and that includes having an in-house actuary.
“We put our clients and their needs firmly at the centre of everything we do, and provide a modern and proactive approach to financial planning and wealth management.”
So, if you are actively seeking to work with financial advisers who are willing to invest time in understanding your financial goals, then we think you’ll find the service we have to offer could be just what you are looking for. As our business has grown organically by recommendations, we cater for the needs of clients nationwide.
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