Sam Lyon DipPFS
Financial Consultant at Lumin Wealth
📍 United Kingdom
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.
Read the full overview →Experience
11 Years
Current Role
Financial Consultant
Job Level
Mid-senior
Location
United Kingdom
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Sam cares 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.
Career
Work history
9-2025
Financial Consultant
Lumin Wealth
10-2024 - 8-2025
IFA
Fairstone Group Ltd
11-2022 - 10-2024
Wealth Manager
HSBC
1-2021 - 11-2022
Associate Partner - Wealth Management
St. James’s Place Wealth Management
6-2019 - 12-2020
Training Consultant
Mattioli Woods plc
In the press
Media appearances
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Education
Bachelor's degree
University of East Anglia
Education details unavailable
Chartered Insurance Institute
Social presence
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