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Lumen Financial Planning: about lumen

 Introduction
 About the Director
 Who Lumen Work Best With
 How Lumen Can Add Value To You
 Lumen's Process
 How Lumen Are Paid
 Testimonials
Who Lumen Work Best With

Lumen enjoy and have built expertise in working with;

  • Owners of small and medium sized business.
  • Business executives.
  • Individuals within 5 years of retirement and whom have built sizeable pension assets.
  • Individuals who have considerable assets and who wish to take steps to pass these on in a tax efficient manner.
  • Trustees.

It is in these areas that we believe that we can add most value to our clients.

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Lumen Financial Planning Ltd is authorised and regulated by the Financial Services Authority.
Registered in Northern Ireland Company No. NI069030.