Illuminating Your Path to a Secure Retirement
Expert, personalised pension planning to help you achieve your financial goals with confidence.
Schedule Your Free ConsultationOur Fiduciary Approach: Your Future First
1. Discovery & Goal Setting
We start by understanding you—your aspirations, your current financial situation, and your vision for retirement. This is the foundation of your personalised plan, ensuring every recommendation aligns with your unique life goals.
2. Strategy & Plan Creation
Leveraging our expertise, we craft a tailored strategy. We model different scenarios and present a clear, actionable roadmap to achieve your goals, including ethical investment options that resonate with your values.
3. Implementation & Ongoing Review
We handle the implementation and provide regular reviews to ensure your plan stays on track as your life and the market evolves. We're your long-term financial partners, adapting your strategy as needed.
Comprehensive Retirement Solutions
Personal Pension Planning
Consolidate your diverse pensions, from old workplace schemes to personal plans, and build a powerful, tax-efficient retirement fund tailored precisely to your individual risk tolerance and future goals. We demystify the complexities so you can focus on your aspirations.
Workplace Pension Consultation
We partner with businesses to select, implement, and manage robust and appealing workplace pension schemes. Our expertise helps you navigate regulations and foster financial well-being, attracting and retaining top talent with a valuable employee benefit.
Retirement Income Strategies
As you approach retirement, we guide you through navigating annuities, pension drawdowns, and other options. Our goal is to craft a sustainable, tax-efficient income stream that reliably supports your desired lifestyle throughout your retirement years, giving you peace of mind.
Ethical Investment Advice
Align your investments with your deeply held values. We specialize in ESG (Environmental, Social, Governance) portfolios that aim for both robust financial returns and a positive societal and environmental impact. Invest responsibly, prosper sustainably.
Meet Your Chartered Financial Planners
Eleanor Vance
Senior Pension Advisor, CFA
With over 15 years of experience in the UK financial sector, Eleanor excels at simplifying complex pension landscapes for her clients. She ensures they feel empowered and in control of their financial destiny, providing clarity and confidence every step of the way.
LinkedIn Profile
James Sterling
Head of Ethical Investments
James is deeply passionate about sustainable finance and helping clients align their wealth with their values. He excels at building robust, ethically-screened portfolios that not only generate strong returns but also contribute positively to a better world, reflecting a holistic approach to wealth.
LinkedIn ProfileWhat Our Clients Say
"The team at Lumina Vest consolidated three of my old workplace pensions into one coherent strategy. For the first time, my retirement feels like a clear goal, not a vague hope. Their guidance was invaluable and truly made a difference in my financial outlook."
Sarah Jennings
Marketing Director, Manchester
"As a business owner, setting up a workplace pension scheme felt incredibly daunting. Lumina Vest made the entire process seamless, efficient, and explained everything in plain English – no jargon! Highly recommended for any SME looking for a reliable partner."
David Chen
Founder of Tech Innovate Ltd, London
"Before Lumina Vest, my pension planning was a collection of fragmented thoughts. Now, I have a clear, actionable strategy that considers my unique financial situation and aspirations. Their long-term coaching has been invaluable."
Fatima Khan
Senior Nurse, Birmingham
"I was particularly impressed with their ethical investment advice. It's important to me that my money is working for good, and Lumina Vest helped me build a portfolio that truly reflects my values without compromising on growth."
Thomas Riley
Environmental Consultant, Bristol
"Retirement felt so distant and abstract until I spoke with Lumina Vest. They helped me visualise my financial future and put a solid strategy in place. I now feel genuinely excited about what lies ahead."
Sophia Antoniou
Primary School Teacher, Glasgow
Your Financial Knowledge Hub
Free Guide: The UK Pension Landscape in 2024
Download our comprehensive guide to understand the latest changes in pension legislation, key strategies for maximising your contributions, and how these developments might affect your long-term retirement planning. Essential reading for every UK resident.
Download PDF
Webinar: Introduction to Ethical Investing
Register for our upcoming live webinar to learn the fundamentals of ESG investing, how to research impact-focused companies, and practical steps to build a portfolio that reflects your personal values while aiming for financial growth.
Register NowTake the First Step Towards Your Secure Future
Contact us today for a complimentary, no-obligation discussion about your retirement goals. We're here to help.
Send Us an Enquiry
Direct Contact
Phone: +44 20 7946 0876
Email: contact@luminavest.co.uk
Address: 2847 Threadneedle Street, Floor 7, London, England, EC2R 8DP, United Kingdom
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