Strategic Insight Advisors

Lumin Wealth - St Albans

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

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 33 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

una empresa de asesoramiento financiero con sede en St Albans, Reino Unido

está especializada en planificación financiera y servicios de inversión.

Con su sede en 5 Sandridge Park, St Albans AL3 6PH, Reino Unido, Lumin Wealth ofrece una gama completa de servicios para ayudar a los clientes a alcanzar sus objetivos financieros.

Specialidades

  • Asesoramiento financiero
  • Servicios de inversión

La empresa cuenta con un equipo experimentado y profesional que proporciona asesoramiento personalizado y adaptado a las necesidades individuales de cada cliente.

Los clientes de Lumin Wealth pueden confiar en la experiencia y el conocimiento de su personal para tomar decisiones informadas sobre sus finanzas.

Otras características

  • Parking accesible para sillas de ruedas
  • Entrada accesible para sillas de ruedas
  • Apoyo para agendamientos recomendados

Para más información, visite su sitio web luminwealth.co.uk o llame al 1727893333.

Opiniones de los clientes

Según los comentarios de los clientes, Lumin Wealth ofrece un servicio de alta calidad y personalizado.

El cliente ha declarado que el asesoramiento proporcionado por la empresa ha sido invaluable para su planificación financiera a largo plazo.

La empresa también ha recibido el reconocimiento por su profesionalismo y conocimiento en el campo financiero.

Opinión media

Con un 4.9/5 estrellas en Google My Business, Lumin Wealth ha demostrado ser una empresa confiable y respetada en el sector financiero.

👍 Reviews of Lumin Wealth

Lumin Wealth - St Albans
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.

Lumin Wealth - St Albans
G P.
5/5

Jack Dudley is extremely professional and knowledgeable as well as personable. He has been a huge asset in advising us on the management of our funds, pensions and in giving us a well thought out plan for our future. We would highly recommend Jack as a FA.

Lumin Wealth - St Albans
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.

Lumin Wealth - St Albans
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.

Lumin Wealth - St Albans
Roger D.
5/5

The team at Lumin especially Ellie and William make dealing very easy. I highly recommend them

Lumin Wealth - St Albans
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.

Lumin Wealth - St Albans
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.

Lumin Wealth - St Albans
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.

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