Graham Connor

What is your average day like:‍

I spend most of my time speaking with clients and providing impartial financial advice. For new clients, it’s about understanding personal priorities, concerns and aspirations, and determining how Lumin’s services and expertise can add value to a financial situation. Together with the broader Lumin team, we analyse current investments, pension plans, tax situation, estate planning and/or protection arrangements, and assess how these match up with clients’ needs and goals. I then present the findings and my recommendations. For existing clients, it’s being there to help with any queries, and ensuring the financial plan remains suitable and reflects the client’s goals and circumstances, and adapting to changes in tax rules or the personal situation. I also run the Bishop’s Stortford office and meet with other professional service providers, such as accountants and solicitors.

What do you like most about your job?

I enjoy blending my knowledge and skills with empathy and experience to design solutions for clients. I can make a genuine difference and add value by optimising financial situations and being a reliable partner. That makes the job purposeful and very rewarding. I also relish building and leading the St Albans team, developing and boosting the confidence of less experienced team members.

How long have you worked in Financial Services

I have worked in financial services for over 20 years, and I hold advanced professional qualifications in tax and trust planning, investments, pension transfers, business financial planning, retirement and later life planning. As a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, I am well placed to meet the diverse needs of clients in an increasingly complex world of personal finance.

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What Graham's clients have to say

Joe

Graham Connor at Lumin Wealth has advised our family for 5 years—he’s the best adviser we’ve ever worked with.

Sarah

The advice and options Graham provides are clearly based on deep knowledge and experience, which gives us real confidence.

Mark

Graham’s written and verbal advice is always clear and easy to understand. We know exactly where we stand with our finances.

Helen

Whenever we reach out, we get quick, helpful responses. We never feel rushed or pressured when making important decisions.

Emma

We’re more than happy to recommend Graham and the Lumin Wealth team to anyone looking for solid financial advice and planning.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

Graham Connor FPFS is a Chartered Financial Planner at Lumin Wealth with over 20 years of experience in financial services. A Fellow of the Chartered Insurance Institute, Graham specialises in investments, tax planning, retirement, and estate strategies. He leads Lumin’s Bishop’s Stortford office, providing tailored, empathetic advice to help clients achieve financial clarity and confidence. Known for his straightforward communication and trusted guidance, Graham combines deep technical expertise with real-world experience—from running a financial firm in Canada to serving as a police detective. His goal: to make a lasting, positive difference in his clients’ lives.

Meet with Graham Connor

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