Lumen Financial Planning Ltd

Lumen Financial Planning was founded by Jason Holmes to be different, to put you and your life goals at the centre, while creating a bespoke solution and path towards your future. Purposefully restricted to working with 100 clients, Lumen, is one of only 3 practices in NI with with accredited financial planning status. Our technical knowledge, life experience and an excellent track record, will give you the confidence and space to think while we develop a workable valid, bespoke solution. Feeling educated about your financial future and secure is often a life enhancing experience. We will work with your accountant, solicitor and other professional consultants you use to ensure that our strategies fit in harmony with you and your personal situation. The Lumen Client Club is intentionally small, rather than an annual review, you always have access to our team, with Lumen it’s a continuous process, you are not alone, we are here to help you to achieve your goals. OUR PROMISE As a financial planner, we strive to become your trusted friend rather than adviser. The right questions are asked, what’s important to you is kept at the heart of the plan, we will deliver a tangible clear path for your future and a working financial strategy document for you to take away. Lumen is Independent and therefore looks at the whole market without bias, we often act as a challenge function, asking ‘why ‘so that you can get to know what is possible. One of only 3 Institute of Financial Planners accreditation in NI, you only receive clear, concise and actionable advice from Lumen Financial Planning We do charge a fee, we do cut out jargon, we do give you clear steps and we do give you a roadmap for the future you want. If you would like Lumen to help you plan for your life's adventures, send us a message today.