CPD Courses

Planning For Business Owners

Seminar • Lumin Wealth

About the CPD course

Presentation for Solicitors and Accountants to help understand financial planning opportunities available for businesses that they work with.

CPD Provider

Lumin Wealth

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Lumin Wealth

Lumin Wealth

We are a firm of Chartered Financial Planners, an industry-awarded status that reflects the fact that we are meeting and committed to maintaining the highest professional and ethical standards. We provide high quality financial advice to, and manage discretionary investment portfolios for private clients, families, trustees and businesses. We aim to construct clear, simple and low cost plans tailored to our clients’ individual needs and objectives, and work hard to make the whole experience as smooth and hassle-free as possible. Transparency, honesty and integrity is the basis of our company.

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