What we do
At Lumos Financial we’re here to answer the really important questions you may have around your retirement and your financial future. We’ll solve these by working with you to create a financial plan that will show you a clear way forward, enabling you to live with purpose and peace of mind.
The really important questions
We’ve found that most of our clients initially want to understand their pensions and investments in more detail, or how to better invest their savings. Deeper exploration, however, uncovers more personal and potentially life-changing questions.
Who we help
We work mainly with business owners and individuals over 50 but with anyone who is focused on building their wealth so that they can retire without worrying about money.
Our clients tend to be based around North West London and Hertfordshire, although now that we offer meetings virtually, location need not be a barrier if you are from further away.
Individuals over 50
Having been in Financial Services since 2005, and with over 15 years experience in advising clients, I decided to set up Lumos Financial in late 2020.
A Financial Planner and Equity Release specialist, I’m passionate about helping my clients to have absolute clarity and peace of mind when it comes to their financial future. I believe one of the best ways to achieve this is by being financially organised.
That’s why, I’d like to share a crucial document with you: one which I created and used just before my daughter was born during the pandemic of 2019.
Realising that I’d always taken the lead in overseeing the household finances, the thought of potentially leaving my family behind, without the necessary financial guidance, deeply troubled me. And so I put together this ‘When I’m gone guide’. A personalised financial snapshot of all the key information that a family would require in the event of the unexpected.
Get your complimentary copy now. It’s my gift to you!
What our clients say
Please take the time to visit our profile and read our reviews on VouchedFor.
What our profession says
It can be easy to get clients to leave glowing testimonials about the service they have received. These can be cherry picked to reflect the best side of an adviser. But how about when those who write in the financial press comment on the professionalism, knowledge and competence of an adviser.
Read an article in the FT Adviser which tells the story of when a mystery shopper contacted Shabbar!