Lumin Wealth Opiniões 43

Kris Fisher and William Takyi have provided me with excellent advice and support in respect of financial investment and planning as I transition into retirement. Navigating the various options necessary has been made so much easier as a result, providing my wife and I confidence in our future financial situation.

I found Max Dymoke, my financial advisor, to be very helpful and reassuring. Instilling confidence in my innocence of dealing with the world of investing as a 77 year old woman. My consultations have been very thorough and I feel that all my requirements, both for investing and living in retirement, have been well thought out. I would be very happy to recommend Max Dymoke and Luminwealth.

I would highly recommend financial adviser Kris Fisher. Knowledgeable, incredibly helpful, a great communicator and always on hand to give well researched advice, he has become a highly trusted asset to my family! Personable and warm, he has a true passion for seeking the best financial outcomes for his clients and a curiosity to understand even the most complex affairs. HIs team have also been very reliable and well informed, with senior paraplanner William Takyi always very helpful with a high attention to detail

Very Professional and knowledgeable and never rushed.
Spends hours discussing all my financial needs. I would recommend her to all my friends.

James Corcoran has managed our funds expertly and given clear and easily understood advice and guidance.
He has been extremely helpful and responsive to our needs and situation; especially when explaining the inhertiance tax liabilties and actions available to us. We would highly recommend him and the Lumin team.

It’s not very often that I write reviews however as the level of professionalism and the quality of the customer service I have received to date has prompted me to contribute a review.
James Corcoran along with Christine Ford have provided a service, offering great advice, quick responses resulting in giving myself peace of mind and ultimately a fund that has performed very well. I would strongly recommend Lumin Wealth to any one looking for financial advice.

The service we received from Lumin Wealth was exceptional from the start to completion of this process. Sara was very knowledgeable and kept us informed all the way. I would have no hesitation in recommending them.

James at Lumin Wealth was so helpful. He understood very quickly what my needs are, and had some great recommendations. He was very down to earth and easy to discuss my situation with him. I will be working with them to help manage my finances.

James Corcoran and Christine have been very helpful over the years with my investments. Always professional, friendly and quick to reply to any questions I may have had. I would definitely recommend their services.

My fund manager, James Corcoran, and his team have managed my fund expertly and I couldn’t be more delighted with the results.
Both he and the team are very helpful and responsive if I have any issues I need help with.
They definitely have my recommendation.

Excellent service provided by my contacts at Lumin Ellie & Joe in sorting out my pensions arrangements when my original pensions providers were proving obstructive

Lumin Wealth is an excellent financial advice company. They are lean, efficient and not weighed down by cumbersome internal processes, overbearing corporate management, or restrictive investment constraints.

I followed James Corcoran, who has been my trusted financial advisor for many years, to Lumin. James combines character, knowledge, and experience in a way that makes him exceptional.

An unexpected bonus of joining Lumin has been working with Christine Ford, who partners with James. She provides a valuable second professional opinion and makes sure everything runs smoothly.

We appreciate the professionalism given by both our Financial Advisor James Corcoran and the Assistant Christine Ford. Any queries are handled promptly and paperwork returned within a day or so. We have been with Lumin and it's predecessors for over 30 years and continue to receive excellent advice and exceptional service and would highly recommend them.

My contact @ Lumin Wealth was Kris Fisher. He explained things to me clearly & patiently and took the time to answer my many questions. I found him and the company to be very professional & efficient.

I couldn't recommend Lumin Wealth highly enough. Ellie, Ben & Edward are prompt with query resolution, offer high levels of customer service, and are extremely courteous in all dealings that I have had with them.

I just want to say thanks to Joe and Ellie, great communication and service always. Really knowledgeable and quick to get back to me with any information, support or queries I have.

I needed to withdraw some money. I was advised how best to do this in the most tax efficient way and the correct amount was received in my bank account this morning, slightly ahead of schedule.
Thank you!

James Corcoran & Christine Ford have both been very efficient & helpful with sorting out our future pension requirements.
My wife’s pensions were with numerous companies due to job changes over the years & Lumin have now put them all in one plan.
My pension is now efficiently managed by Lumin.
Never used a financial advisor before, we were recommended a company but we soon lost faith with them.
We then put our details on Unbiased and Lumin contacted us and arranged a visit, from then on it all went well.
The hard work is done now, thanks James & Christine

Jason and team have been absolutely fantastic. They've given us great advice, listening carefully to our requirements and building a portfolio of investments that will provide us a secure future moving forward. They were always available, quick to respond to our questions and communicated clearly and succinctly.

Highly recommend Lumin if you are looking for someone to safeguard your hard earned money.

Just wanted to say thank you to James Corcoran for the amazing pension review on Friday, invaluable recommendation and advice following my annual pension review. James has incredible market knowledge and makes it easy to understand complex financial topics. I will recommend James to all my family and friends , thank you again for the valuable advice and support to date.
All the best Giampiero