Lumin Wealth
Lumin provides personable financial advice alongside investment management services. Over families trust us with their wealth management needs. We are a Chartered firm and have been consistently ranked among the top advisers in the UK according to the FT Adviser’s and New Model Adviser’s top 100 financial advice firm rankings. Lumin was founded in 2010 by Managing Directors Martin Cotter and John Cusins as a modern financial advice and investment firm with a competitive cost structure. After more than a decade of uninterrupted growth, the business has over 80 employees, with offices in St Albans, Cambridge and central London. We have had the backing of VZ Group, Switzerland’s leading independent financial services firm, since May 2021. The collaboration has cemented our core values of providing transparent, straightforward advice delivered by highly qualified professionals.
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Verified contacts
75
available on Kipplo
LinkedIn employees
81
51 to 200 range
Open roles
—
no listings
Distinct roles
51
indexed titles
Tech stack
2
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
75 contacts with verified email or phone · masked until revealed.
- EM
Emily McTaggart
Mergers and Acquisitions Manager · Finance & Accounting
EmailPhone - MS
Marcia Silva
Advisor · Finance & Accounting
EmailPhone - BS
Bobbi Shadbolt
Paraplanner · Finance & Accounting
EmailPhone - TS
Tom Stephenson
Financial Advisor · Finance & Accounting
EmailPhone - JH
Jon Hussey
Director · General Business & Management
EmailPhone - KK
Kevin König
Non-executive Director (Ned) · General Business & Management
EmailPhone - RL
Rebecca Lawrie
Head of Learning and Development · Human Resources
EmailPhone - AP
Alan Pereira
Financial Planning Consultant · Finance & Accounting
EmailPhone - AP
Alex Pegg
Financial Planning Consultant · Finance & Accounting
EmailPhone
Showing 9 of 75 verified contacts
Top roles at Lumin Wealth
51 distinct titles indexed · top 10 shown.
- 4financial advisor
- 4paraplanner
- 3financial consultant
- 3financial planning consultant
- 3senior paraplanner & team leader
- 2chief compliance officer
- 2data analyst
- 2independent financial adviser
- 2mergers and acquisitions manager
- 1acquisitions coordinator
- +41more titles
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