About Lumin Wealth
Lumin Wealth is a Financial Services company based in St Albans (United Kingdom). Financial planning and investment management are provided by Lumin Wealth. It operates on a Professional Services model. Lumin Wealth has completed 7 acquisitions, including Ash-Ridge, Bw and Davidson Deem. Lumin Wealth offers products and services including Financial Planning, Investment Management, and Pensions & Retirement. Its focus areas include Financials, Wealth Management and Financial Planning. Similar companies include Investec, HSBC and Hayfin; 1 of its 3 listed similar companies has raised funding.
Company details
Lumin Wealth is engaged in offering financial planning and investment management services to over 3,500 families in the United Kingdom. Services are tailored to individual needs, covering pensions, retirement planning, inheritance, investments, and family protection. Comprehensive solutions are provided through personal advisers and discretionary portfolio management. The focus is placed on long-term financial security and client-centric support within the wealth management sector.
- Headquarters St Albans, United Kingdom
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website luminwealth.co.uk
- Social LinkedIn X Facebook Instagram
- Investments & AcquisitionsAsh-Ridge
& 6 more
Products & Services of Lumin Wealth
Lumin Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Pensions & Retirement.
Financial planning is provided for long-term security goals.
Investment management is offered for tailored portfolio growth.
Pension planning is managed for retirement financial stability.
Investments & Acquisitions by Lumin Wealth
Lumin Wealth has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Ash-Ridge, Bw and Davidson Deem.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial planning and advisory services are provided in Thames Valley. | pfcthamesvalley.co.uk | United Kingdom | 2001 | Feb 2025 | •••• | |
Provides civil and structural engineering consultancy services | bwconsultants.co.uk | Hertfordshire, United Kingdom | 2000 | Nov 2023 | •••• | |
Provider of wealth management services | bigfa.co.uk | Ongar, United Kingdom | 2006 | Jul 2023 | $107.9M | |
Professional mortgage advice and brokerage for dentists are provided. | davidsondeem.co.uk | Ferndown, United Kingdom | 2001 | Jun 2023 | •••• | |
Financial planning, wealth management, and mortgage advisory services are offered. | ash-ridge.com | London, United Kingdom | 2003 | Jun 2022 | •••• | |
Provider of finance & accounting services | everettmac.co.uk | St Albans, United Kingdom | 2010 | Jan 2020 | •••• | |
Financial advisory services are provided by Hyperion Financial Planning. | hyperionfp.co.uk | London, United Kingdom | 2012 | Apr 2019 | •••• |
Complete acquisition details for Lumin Wealth
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Timeline of Lumin Wealth
8 dated milestones of Lumin Wealth across 6 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Hyperion Financial Planning.
- Acquisition Acquires Lumin Wealth.
- Acquisition Acquires Lumin Wealth.
- Acquisition Acquires Ash-Ridge.
- Acquisition Acquires Davidson Deem.
- Acquisition Acquires The Big Picture Wealth Management.
- Acquisition Acquires Bw.
- Acquisition Acquires Professional Financial Centre (Thames Valley) Ltd.
Similar companies to Lumin Wealth
Lumin Wealth has 3 listed similar companies in our database, 1 of them funded. They include Investec, HSBC and Hayfin.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| hsbc.com | 1865 | London, United Kingdom | 220,861 | Universal banking and financial advisory services are provided globally. | ||
| hayfin.com | 2013 | London, United Kingdom | $6.2B | 62 | Private debt investments are directed across multiple sectors. |
Detailed similar companies of Lumin Wealth
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Web traffic of Lumin Wealth
Websites that share an audience with Lumin Wealth (luminwealth.co.uk).
Websites whose visitors overlap most with Lumin Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| oculuswealth.co.uk | 100% | 2.8K | View details |
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 is headquartered in St Albans, United Kingdom. It is registered at St Albans, Hertfordshire, United Kingdom.
Lumin Wealth is engaged in offering financial planning and investment management services to over 3,500 families in the United Kingdom. Services are tailored to individual needs, covering pensions, retirement planning, inheritance, investments, and family protection. Comprehensive solutions are provided through personal advisers and discretionary portfolio management. The focus is placed on long-term financial security and client-centric support within the wealth management sector.
Lumin Wealth offers Financial Planning, Investment Management, and Pensions & Retirement.
Lumin Wealth has made 7 acquisitions, including Ash-Ridge, Bw, and Davidson Deem.