Lumen Financial Planning Ltd - Craigavon

Lumen Financial Planning Ltd: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning services, Lumen Financial Planning Ltd presents itself as a dedicated firm operating from Lurgan, Craigavon, in Northern Ireland. Established with a commitment to providing tailored financial solutions, Lumen specializes in guiding clients through various stages of their financial lives, from initial planning to ongoing management. This detailed overview aims to furnish potential clients with a thorough understanding of the company’s offerings, accessibility features, and current standing within the financial advisory landscape.

Location and Contact Information

Lumen Financial Planning Ltd is strategically situated at Address: Lurgan, Craigavon BT66 6LN, United Kingdom. Clients can readily contact the firm through their dedicated Phone: 2838022014. The firm's website, Website: lumenfinancialplanning.com, serves as a valuable resource for accessing detailed information about their services, team members, and frequently asked questions. The website also provides a user-friendly platform for scheduling appointments.

Specialties and Services

Lumen Financial Planning Ltd’s core expertise lies in providing a wide range of financial planner services, encompassing a client-centric approach. Their services are broadly categorized as follows:

• Financial Planning: This encompasses the creation of personalized financial plans designed to achieve specific client goals, including retirement planning, investment strategies, and estate planning.
• Banking and Finance: Lumen assists clients with navigating the complexities of the banking and finance sector, offering advice on account management, mortgages, loans, and investment products.
• Investment Management: The firm provides guidance on building and managing investment portfolios, considering risk tolerance and investment horizons.
• Retirement Planning: Lumen helps clients plan for a comfortable retirement, optimizing savings and investment strategies to meet their future needs.
• Pension Planning: They offer expert advice on pension schemes, maximizing contributions and ensuring compliance with regulations.

The firm prides itself on a proactive and collaborative approach, working closely with clients to understand their unique circumstances and aspirations. They aim to deliver solutions that are both effective and aligned with their clients’ values.

Accessibility Features

Lumen Financial Planning Ltd demonstrates a strong commitment to inclusivity by providing several accessibility features for its clients. These include:

• Wheelchair-accessible car park: Clients utilizing mobility aids can conveniently access the premises.
• Wheelchair-accessible entrance: The main entrance is designed to accommodate wheelchair users, ensuring a smooth and welcoming arrival.
• Wheelchair-accessible toilet: A dedicated accessible restroom is available for client convenience.
• Toilet: Standard restroom facilities are also provided.

These provisions reflect Lumen’s dedication to creating a comfortable and accessible environment for all clients.

Client Feedback and Reputation

Currently, Lumen Financial Planning Ltd has Opinions: This company has 0 reviews on Google My Business. Consequently, the Average opinion: 0/5. This lack of publicly available reviews represents an opportunity for the firm to actively solicit feedback and build a stronger online reputation. The absence of testimonials should not be interpreted negatively; it simply indicates that the firm is new to online review platforms or is focused on building a solid foundation of satisfied clients through direct engagement. Lumen is actively working to improve this aspect of its visibility.

Looking Ahead

Lumen Financial Planning Ltd is dedicated to providing high-quality financial advice and building long-term relationships with its clients. As they continue to grow, they remain committed to upholding the highest standards of professionalism and integrity. The firm’s focus on accessibility and responsiveness further enhances its appeal to a diverse clientele. Potential clients are encouraged to contact Lumen directly to schedule an appointment recommended and discuss their individual financial needs. The firm’s team is eager to provide personalized guidance and support to help clients achieve their financial goals. Further investment in online presence and client testimonials will undoubtedly contribute to increased visibility and confidence amongst prospective clients.