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Lumen Financial Planning: fulfilling your goals

 Clear Objectives
 Choosing Your Advisor

In working with Lumen we will make the following commitment to you;

  • To always act in your best interest.
  • To provide you with clear information about the services we offer, including the fees and charges that will apply.
  • To listen to you and your needs and goals and base our advice on you and your requirements.
  • To be honest with you, especially in relation to your goals and the likelihood of them being met given your current circumstances.
  • To meet with you at least once per annum, unless we mutually agree to delay it.
  • To give you access to a formal complaints procedure should you be unhappy with our service or advice.

In return we want you to make a commitment to us. We would ask that you;

  • Provide input into the process – these are your goals and financial plans and if you are not involved you will not be committed to them.
  • Return our telephone calls and emails as quickly as possible – we will not have contacted you unless it is important.
  • Complete and return any paperwork sent as quickly as possible – this will ensure any cover is put in place as soon as possible.
  • Ask a question if something doesn’t make sense – if you don’t understand you will not be committed to it.
  • Give honest feedback on our service – we want to continually improve what we provide to you.
  • Commit to working with us going forward.
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Lumen Financial Planning Ltd is authorised and regulated by the Financial Services Authority.
Registered in Northern Ireland Company No. NI069030.