Jason Coppard

What is your average day like:‍

My perfect day will be one where I am in the office early to catch up with any outstanding work items so that I may start the working day free to focus on the important things – both new and long-standing clients, and supporting my colleagues. I set monthly goals and review my progress every day and a perfect day will see clear progress. Following a full and focused day, I will leave the office to have dinner with my daughter and be able to put her to bed so I can hear about her day.

What do you like most about your job?

I like helping people. I enjoy getting to know an individual – what drives them and their personal objectives – and being involved in their journey and helping them a to achieve these is a wonderful feeling. I also love that every individual is different with different experiences, different circumstances, and different life objectives. This means that no two days, or even two meetings, are the same Our role is to provide the information and tools to allow people to make informed decisions, and seeing someone visualise their financial plan, and the positive impact of a particular action, is very rewarding. The use of cashflow modelling is one example where value can be added so that goals and priorities can be pictured.

How long have you worked in Financial Services

I have worked in financial services for more than 25 years, the majority of which as an independent financial adviser. I ran my own practice very successfully for seven years, prior to being invited to join Lumin Wealth as Head of the London Office. This allowed me to combine the two aspects of my role I enjoy most: providing holistic, client-centric, long-term financial planning advice, and monitoring the next generation of dynamic and driven financial planners. With a long career, it is good to be able to pass on some of the experience I have gained.

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What Jason's Clients have to say

Derek Martindale

Jason & team have been absolutely fantastic. Given great advice, listening carefully to our requirements and building an investment portfolio for our future.

Jayess

Jason was very pleasant and understanding of our needs. Helped us understand our options.

Robert Wright

The service provided by Jason & Kim was exceptional from day one.

Mike Stephenson

I need help after selling my business. Jason provided me with everything I was looking for and more.

Sam

Jason is always available, communicates clearly and quickly, a credit to the Lumin team!

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.

With over 25 years in financial services, I bring extensive experience as a Chartered Financial Planner and Head of Lumin Wealth’s London office. My career has spanned advisory, consultancy, and senior management, working with leading practitioners across the City. At Lumin Wealth, I specialise in holistic financial planning—helping individuals, families, and businesses achieve their personal and financial goals. I am a Fellow of the Personal Finance Society, a Chartered Member of the Chartered Institute for Securities & Investment, and a Chartered Associate of The London Foundation for Banking & Finance. I believe every day is an opportunity to learn, grow, and deliver lasting value to clients.

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