Lumen Financial Planning Ltd work with individuals
and small and medium sized business owners to discuss and ascertain their life
goals, and to design and implement bespoke strategic
financial plans to work towards fulfilment of these goals.
Lumen Financial Planning has been set up to be different -
different in our focus, different in the benefits we bring
and different in the way we charge.
We focus on you and what you want to achieve in life; these
are our priorities.
We provide you with strategic financial plans which show the
path you need to take to meet your goals. We are not
focussed on product sales but on specific and suitable
advice to meet your goals.
We will work with your accountant, solicitor and any other
professional consultant you use to ensure that our
strategies fit in harmony with you and your personal
We will be honest and realistic with you regarding the
likelihood of you fulfilling your goals and what you need to
do or change to fulfil them.
We are a fee based company that charges for advice given and
work undertaken. By charging fees this way we are unbiased in
relation to the advice we give and any products or companies
that we recommend.