Sam Lyon is a Financial Consultant at Lumin Wealth with expertise in retirement planning, tax efficiency, and investments. He holds a Bachelors degree from the University of East Anglia and is a qualified member of the Chartered Insurance Institute. His career includes prior roles as a Wealth Manager at HSBC and an Associate Partner at St. Jamess Place.
Sam Lyon DipPFS
Financial Consultant at Lumin Wealth
United Kingdom
Overview
Topics They Care About
Retirement Planning
A core focus of his professional practice, as highlighted in his role and shared content on ensuring financial security in retirement.
Wealth Management
Possesses extensive experience in this area from his time at major financial institutions like HSBC and St. James's Place.
Tax Planning
Advises clients on tax-efficient strategies, including subjects such as Capital Gains Tax, to optimize their financial outcomes.
Media Appearances
Sam has no verified media appearances
Work History
9-2025
Financial Consultant at Lumin Wealth
10-2024 - 8-2025
IFA at Fairstone Group Ltd
11-2022 - 10-2024
Wealth Manager at HSBC
1-2021 - 11-2022
Associate Partner - Wealth Management at St. James’s Place Wealth Management
6-2019 - 12-2020
Training Consultant at Mattioli Woods plc
7-2013 - 7-2018
Employee at Ashgates
Education
Bachelor's degree from University of East Anglia
Education details unavailable from Chartered Insurance Institute
More Information
Social Presence :
Prographics :
Exp : 11
Location : United Kingdom
Job Level : Mid-senior
Designation : Financial Consultant at Lumin Wealth
