May 5, 2023
Lumin Wealth is delighted to bring our award-winning services to Cambridge and surrounding areas.
A new presence in Cambridge
The new Cambridge office is a natural expansion of our St Albans and central London presence, and forms part of our mission to expand our reach in providing top quality financial planning and investment advice.
We are delighted that Tim Webb APFS MCSI, Chartered Financial Planner, has joined Lumin to head up the new office, which is located at Milton Hall on the outskirts of Cambridge.
After over a decade of uninterrupted growth, Lumin now has 80 employees, including a team of highly qualified financial advisers and support staff servicing the wealth management needs of 3,000 clients. Our client roster includes individuals, companies, trusts, and charities.
Lumin is expanding the breadth and depth of its financial planning services and offering, having partnered up with VZ Group, Switzerland’s leading independent financial services firm, in May 2021.
Lumin’s financial planning services span investments, pensions, inheritance and tax planning, financial protection for business and family, and mortgages.
Our in-house investment management team provide a cost-effective service that is founded on long-term views, a disciplined strategy, and active management. Clients benefit from ongoing support, regular touchpoints and insightful communication.