Jon Paul Hussey

Lumin Wealth Management Ltd. provides financial planning and investment management for individuals, corporates, trusts and charities. The firm specializes in financial planning, wealth management and investment management. The company was founded by Martin Peter Cotter and John Robert Cusins on September 06, 2010 and is headquartered in St. Albans, the United Kingdom.

Lumin Wealth Ltd. provides financial consultancy services. The company was founded on 4 June, 1997 and is headquartered in St. Albans, the United Kingdom.

Part of VZ Holding AG, Chamberlain Stean & West Ltd. is a wealth management company based in Hertfordshire, UK. The British company provides support and service to former CSW clients under the same model, which is now underpinned by additional resources and backing from VZ. Chamberlain Stean & West was acquired by Lumin Wealth Management Ltd., part of VZ Holding AG from May 18, 2021 on March 31, 2021.

Part of VZ Holding AG, Ashridge Financial Management Ltd. provides financial planning and management services. The company is based in St. Albans, UK. The British company was founded in 2002. The CEO is Gary Treen. Ashridge Financial Management was acquired by Lumin Wealth Management Ltd. on June 13, 2022.

M&G Investment Management Ltd. (MAGIM) is the asset management subsidiary of MG FA Ltd., ultimately owned by M&G Plc (LON: MNG) in Great Britain. Formerly known as Prudential Investment Management Ltd., the firm was founded in 1968 and is headquartered in London. MAGIM provides investment management for a broad range of clients, with a product range that includes segregated mandates for institutions as well as retail mutual funds for individuals.

MGM Advantage Life Ltd. provides financial services, pension products, life insurance, mortgages and annuities to customers in the United Kingdom. The company was founded in 1852 and is headquartered in London, the United Kingdom.

VZ Freizügigkeitsstiftung preservation of the pension protection by the investment and administration of received pension assets. Its services include retirement, investment & asset management, mortgages & real estate, will & inheritance, taxes, pension benefits & insurance and account & deposit. The company is headquartered in Zurich, Switzerland.

Stonehaven was launched in 2006, and quickly became known for offering innovative Lifetime Mortgages and excellent customer service. Their range of Lifetime Mortgages allow us to tailor their service standards around client. This is something that’s important to them, and their experienced team members are on hand to offer expertise and guidance throughout the process.

Part of Power Corp. of Canada, MGM Advantage Holdings Ltd. is a holding company. The company is based in London, UK.

MGM Advantage Services Ltd. offers annuities and equity release products and insurance services for customers. The company is headquartered in London, the United Kingdom.

AMG Systems Ltd. Provides CCTV and communication transmission solutions. It offers single channel and multi channel transmission products; single channel, fiber optic and CCTV transmission systems for security and surveillance, broadcast, industrial sites, campus sites, ITS and border control and oil and gas applications; fiber optic ring topology products; and commercial and ruggedized Ethernet transmission products for various IP video surveillance and Ethernet transmission applications that include media converters, managed switches, unmanaged switches, web-managed switches, PoE injectors and IP extenders. The firm also provides training and custom build solutions. The company was founded by Alan Hayes in 1990 and is headquartered in Biggleswade, the United Kingdom.

Strathdon Investments Ltd. invests in companies located in the United Kingdom. The fund targets companies operating in the fields of information technology, energy, finance, healthcare and process control sectors. It provides financing for startups and buyout capital with an investment size £50K and £2m.

Ignis Investment Services Ltd. (IIS) is the asset management subsidiary of Ignis Asset Management Ltd., ultimately held by abrdn Plc (LON: ABDN, ADR: SLFPY) in Great Britain. Headquartered in Edinburgh, the firm was formed following the 2008 merger of Resolution Asset Management and Axial Investment Management. They can trace their origins since 1986. IIS offered tailor-made and pooled solutions for small- to medium-sized pension schemes. Their clients include large corporate pension schemes, charities and life companies along with other strategic partners. They cater to UK retail, institutional and international clients.

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

Part of The Progress Group (Liverpool), AC Education Ltd. is a leading provider of online and in-person social care and education courses. The company was founded in 2007 and is based in St. Albans, UK. AC Education offers training courses specifically designed for anyone supporting vulnerable children, including foster parents, educators, and social workers. The courses aim to improve both the wellbeing and education of vulnerable children through person-led training. AC Education was acquired by The Progress Group (Liverpool) on April 17, 2023.