Lumin Wealth
Financial planning, pensions and investment advice for UK families and professionals, mainly in London and the South-East
Highlights
- Hiring7 open roles
- New on EvolcAdded 2026-10-28
About Lumin Wealth
Lumin Wealth Management is a UK financial planning and investment advice firm. Its services cover pensions and retirement planning, tax planning, estate planning, investment management, mortgage advice for professionals and business owners, and protection for families and businesses. Investment solutions include core, passive, income and ESG model portfolios.
Its clients are individuals and families, and the firm advises them through 1:1 consultations with a team of financial consultants and paraplanners. The website states that more than 4,000 families and individuals use the firm and that it manages £1.6 billion in client assets. The firm is part of VZ Group, a Swiss independent financial services provider whose parent, VZ Holding Ltd, is listed on the SIX Swiss Exchange.
The company is registered in England as Lumin Wealth Limited, with a registration date of 1997; its website dates the start of the current advice business to 2010. Its headquarters are in St Albans, with offices in London, Beaconsfield, Reading, Bishop's Stortford and Poole. The website reports 120+ employees and is recruiting financial planners, a level 4 qualified paraplanner, a software engineer and graduates for its Adviser Academy.
Product: Financial planning advice, investment management with model portfolios, and pensions, tax, estate, mortgage and protection advice
Jobs at Lumin Wealth (7)
Lumin Wealth is hiring for 7 roles, mostly in finance, based in London and St Albans.
Chartered Financial Planner
New on EvolcFinancial Planner
New on EvolcFinancial Planner
New on EvolcFinancial Planner
New on EvolcFinancial Planner
New on EvolcLevel 4 Qualified Paraplanner
New on EvolcSoftware Engineer
New on Evolc
Companies hiring like Lumin Wealth
Leadership
- Martin Cotter · Founder, Chartered Financial PlannerSource: company website
- Kevin Koenig · Chief Executive Officer | CEOSource: company website
- Markus Graf · Chief Financial Officer | CFOSource: company website
- Mike Felton · Director / Chief Investment Officer | CIOSource: company website
- Reiss Moore · Chief Technology Officer | CTOSource: company website
- Sarah Oluwole · Chief Operating Officer | COOSource: company website
- Charlotte Papworth · Head of Advice OperationsSource: company website
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Website technologies
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