Lumin Wealth Anmeldelser 

We have had a great experience with Kris Fisher. He has helped understand our options and plan our future in line with our means and wishes. We feel in safe hands.

Professional, personable and good advice and guidance on how to maximise our retirement objectives.
We have built up a very trusted relationship with our advisors Joe, Graham and Jade and it has given us the comfort and financial confidence to really enjoy our retirement. We would highly recommend.

I heartily recommend Lumin Wealth Management, in particular my Financial Planning Manager James Corcoran and Paraplanner Christine Ford. Despite its size, Lumin maintains close relationships with its clients, including in-person meetings, whilst responding quickly and professionally to emails and calls. This communication is a real strength, heightening confidence.

A bespoke Financial Planning Report was comprehensive and comprehensible, establishing my requirements could be satisfied. Their online investment platform has demonstrated the delivery of that planning, supplying daily updates on the performance of my funds, an audit of monies transferred, fees charged, and details of individual holdings. Five stars.

We have been delighted with our experience with Kris Fisher and Lumin. He is well informed, friendly and always helpful when we need advice. We are very pleased to have our various accounts brought together and most importantly to see a clear statement and be able to discuss with Kris how our investments are progressing.

Kris Fisher has been my financial advisor for a few years now, always really helpful, knowledgeable and has given me sound advice. Lumin have collated a number of different pensions all into one place which has been a task but great to have sorted.
Always helpful and available - Will has been great support as well

Kris Fisher and William Takyi have provided me with excellent advice and support in respect of financial investment and planning as I transition into retirement. Navigating the various options necessary has been made so much easier as a result, providing my wife and I confidence in our future financial situation.

I found Max Dymoke, my financial advisor, to be very helpful and reassuring. Instilling confidence in my innocence of dealing with the world of investing as a 77 year old woman. My consultations have been very thorough and I feel that all my requirements, both for investing and living in retirement, have been well thought out. I would be very happy to recommend Max Dymoke and Luminwealth.

I would highly recommend financial adviser Kris Fisher. Knowledgeable, incredibly helpful, a great communicator and always on hand to give well researched advice, he has become a highly trusted asset to my family! Personable and warm, he has a true passion for seeking the best financial outcomes for his clients and a curiosity to understand even the most complex affairs. HIs team have also been very reliable and well informed, with senior paraplanner William Takyi always very helpful with a high attention to detail

Very Professional and knowledgeable and never rushed.
Spends hours discussing all my financial needs. I would recommend her to all my friends.

James Corcoran has managed our funds expertly and given clear and easily understood advice and guidance.
He has been extremely helpful and responsive to our needs and situation; especially when explaining the inhertiance tax liabilties and actions available to us. We would highly recommend him and the Lumin team.

It’s not very often that I write reviews however as the level of professionalism and the quality of the customer service I have received to date has prompted me to contribute a review.
James Corcoran along with Christine Ford have provided a service, offering great advice, quick responses resulting in giving myself peace of mind and ultimately a fund that has performed very well. I would strongly recommend Lumin Wealth to any one looking for financial advice.

The service we received from Lumin Wealth was exceptional from the start to completion of this process. Sara was very knowledgeable and kept us informed all the way. I would have no hesitation in recommending them.

James at Lumin Wealth was so helpful. He understood very quickly what my needs are, and had some great recommendations. He was very down to earth and easy to discuss my situation with him. I will be working with them to help manage my finances.

James Corcoran and Christine have been very helpful over the years with my investments. Always professional, friendly and quick to reply to any questions I may have had. I would definitely recommend their services.

My fund manager, James Corcoran, and his team have managed my fund expertly and I couldn’t be more delighted with the results.
Both he and the team are very helpful and responsive if I have any issues I need help with.
They definitely have my recommendation.

Excellent service provided by my contacts at Lumin Ellie & Joe in sorting out my pensions arrangements when my original pensions providers were proving obstructive

Lumin Wealth is an excellent financial advice company. They are lean, efficient and not weighed down by cumbersome internal processes, overbearing corporate management, or restrictive investment constraints.

I followed James Corcoran, who has been my trusted financial advisor for many years, to Lumin. James combines character, knowledge, and experience in a way that makes him exceptional.

An unexpected bonus of joining Lumin has been working with Christine Ford, who partners with James. She provides a valuable second professional opinion and makes sure everything runs smoothly.

We appreciate the professionalism given by both our Financial Advisor James Corcoran and the Assistant Christine Ford. Any queries are handled promptly and paperwork returned within a day or so. We have been with Lumin and it's predecessors for over 30 years and continue to receive excellent advice and exceptional service and would highly recommend them.

My contact @ Lumin Wealth was Kris Fisher. He explained things to me clearly & patiently and took the time to answer my many questions. I found him and the company to be very professional & efficient.

I couldn't recommend Lumin Wealth highly enough. Ellie, Ben & Edward are prompt with query resolution, offer high levels of customer service, and are extremely courteous in all dealings that I have had with them.