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Lumin Wealth

luminwealth.co.uk Layer unknown

Lumin Wealth is a UK financial advice and investment management firm that provides financial planning and manages client portfolios. It is part of VZ Group, a Swiss financial services provider.

Lumin Wealth is an asset manager headquartered in St Albans, United Kingdom, founded in 2010. £1.6bn+ under management, as it reports.

“Our approach is built around diversified, long-term, and cost-effective solutions.”

— Lumin Wealth, own website
Layer
Layer unknown
Type
Asset manager
Stage
Not stated
Headquarters
St Albans, United Kingdom
Invests in
UK
Founded
2010
Assets under management
£1.6bn+

Team, as Lumin Wealth publishes it

  • Mike Felton Chief Investment Officer
  • Sara Moore Senior Financial Consultant
  • Jason Coppard Financial Planning Manager
  • Martin Cotter Managing Director
  • James Corcoran Financial Planning Manager
  • Jack Dudley Financial Consultant

Names and roles exactly as listed on luminwealth.co.uk. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Lumin Wealth publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 19919 · added 2026-10-27 · link last verified 2026-10-27 · confidence medium

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