About Lumin Wealth
Lumin Wealth is a Financial Services company based in St Albans (United Kingdom) founded in 2017, and was acquired by Lumin Wealth in March 2022. Wealth management services are provided by Lumin Wealth. It operates on a Professional Services model. Lumin Wealth offers products and services including Pensions & Retirement Planning, Investments, Inheritance & Tax Planning, Mortgages, and Equity Release. Its focus areas include Financials, Wealth Management and Personal Finance. Its legal entity is Lumin Wealth Management Limited. Its competitors include Mattioli Woods, Equiom Group and abrdn.
Company details
Comprehensive financial planning and wealth management services are offered by Lumin Wealth. Focus is placed on pensions, retirement planning, inheritance, investments, and family protection. Solutions are tailored for private clients, entrepreneurs, and small businesses. The company operates in the financial sector, ensuring effective management of clients financial goals. Additional services include mortgages and equity release, supported by resources from the VZ Group in Switzerland.
- Headquarters St Albans, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website enhancewm.co.uk
- Social LinkedIn X Facebook Instagram
- Acquired by Lumin Wealth (Mar 2022)
- Legal Name Lumin Wealth Management Limited
- Investors
- Acquired byLumin Wealth
(Mar 2022)
Products & Services of Lumin Wealth
Lumin Wealth offers a comprehensive portfolio of products and services, including Pensions & Retirement Planning, Investments, Inheritance & Tax Planning, Mortgages, and Equity Release.
Services for retirement planning are provided to clients.
Investment management services are offered to various clients.
Inheritance and tax planning services are provided expertly.
Mortgage solutions are facilitated for property financing needs.
Equity release options are offered for financial flexibility.
Investors in Lumin Wealth
Lumin Wealth has secured backing from 1 investor. Prominent investors backing the company include Lumin Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial planning and investment management are provided by Lumin Wealth. | luminwealth.co.uk | St Albans, United Kingdom |
Investor details for Lumin Wealth
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Timeline of Lumin Wealth
2 dated milestones of Lumin Wealth across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Lumin Wealth is founded.
- Exit Acquired by Lumin Wealth.
Competitors of Lumin Wealth
Lumin Wealth has 3 listed competitors in our database. They include Mattioli Woods, Equiom Group and abrdn.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm | ||
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. |
Detailed competitors of Lumin Wealth
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Top companies in Asset Management
3 companies that operate in the same segment as Lumin Wealth (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Lumin Wealth
Lumin Wealth was founded in 2017.
Lumin Wealth is headquartered in St Albans, United Kingdom. It is registered at St Albans, Hertfordshire, United Kingdom.
Comprehensive financial planning and wealth management services are offered by Lumin Wealth. Focus is placed on pensions, retirement planning, inheritance, investments, and family protection. Solutions are tailored for private clients, entrepreneurs, and small businesses. The company operates in the financial sector, ensuring effective management of clients financial goals. Additional services include mortgages and equity release, supported by resources from the VZ Group in Switzerland.
Lumin Wealth's top competitors include abrdn, Mattioli Woods and Equiom Group.
Lumin Wealth offers Pensions & Retirement Planning, Investments, Inheritance & Tax Planning, Mortgages, and Equity Release.
Lumin Wealth has 1 investor. Key investors include Lumin Wealth.
Lumin Wealth operates through Lumin Wealth Management Limited.
Yes. Lumin Wealth was acquired by Lumin Wealth in March 2022.