Welcome to ilumiti

Say hello to David Pugh, ilumiti’s Managing Partner and a leading voice in finance. He’s the architect behind benefit packages that shape companies. His guidance is why firms thrive.

Sean, ilumiti's energetic Strategic Partnerships Director, exudes positivity and a passion for collaboration. With a wealth of knowledge in the employee benefits market, he thrives on connecting partners and clients, fostering mutually beneficial relationships.

Meet Dan Mills, ilumiti’s master of simplicity. With a decade in the game, he’s the go-to guy for making sense of the financial world. He turns complex ideas into clear, captivating visuals. It’s not just about facts; it’s about making them shine.

Introducing Ben Trillow, the heartbeat of ilumiti’s client services. His unmatched project management skills keep us running like clockwork. He’s the reason we’re a well-oiled machine.

Louise, ilumiti's tech-savvy Client Relationship Manager, keeps her finger firmly on the pulse of the pensions industry. Her keen eye for detail ensures that every client interaction is marked by precision and accuracy.

Meet Jane, ilumiti's radiant client relationship manager. With infectious positivity, Jane is the first welcoming face our private wealth clients encounter. She's a master at building rapport, ensuring clients feel valued and understood from the moment they step through the door.

Introducing Richard Hoare, your financial ally at ilumiti. He’s not just a planner; he’s a financial friend who’s committed to your growth. Clients stick with him for years, a testament to the trust he earns and the goals he helps achieve.

Julie Clarke, ilumiti's meticulous Group Risk & Healthcare Manager, leads our team with unwavering dedication. Her commitment to going the extra mile ensures that every client's group risk insurance needs are met with the utmost care and precision.

Meet Matt, ilumiti's financial planning maestro. With a meticulous eye for detail, Matt orchestrates comprehensive financial strategies that empower clients to achieve their goals. He's a natural presenter, translating intricate financial concepts into relatable insights

Introducing Garin, ilumiti's guardian of integrity. As Compliance Director, Garin ensures that every facet of ilumiti's operations aligns with the highest ethical and regulatory standards.

With a genuine passion for real financial planning, Jack is one of ilumiti's Chartered Financial Planners who thrives on bringing financial strategies to life. His enthusiasm for helping clients achieve their long-term goals is evident in every interaction.

Paula, ilumiti's Technical Specialist, brings over a decade of pensions expertise to our private wealth operations. Her deep understanding of the intricate details ensures that every aspect of our service runs seamlessly. Whether it's resolving complex queries or streamlining processes, Paula's technical acumen is invaluable.

Steve, ilumiti's ever-responsive Client Relationship Manager, is a beacon of support for his clients. His lightning-fast response time and approachable demeanor make him a pleasure to work with. Whether it's a quick question or a complex issue, Steve is always there to provide prompt and helpful assistance.

Jade, ilumiti's thorough and capable Group Risk Account Manager, takes immense pride in supporting her clients. Her dedication to understanding their unique needs and introducing innovative products ensures they receive comprehensive and tailored solutions.

Elliot, one of ilumiti's Financial Planners, is always on hand for a chat, fostering genuine and lasting relationships with his clients. His approachable demeanor and willingness to listen attentively make him a trusted confidant for those seeking financial guidance.

Ben, one of ilumiti's Financial Planners, consistently goes above and beyond for every client, demonstrating a genuine passion for helping them achieve their financial goals. His down-to-earth nature and keen interest in private wealth make him a trusted adviser.

With a calm and calculated demeanour, Andy is ilumiti's Senior Financial Adviser Associate who possesses a remarkable ability to simplify the complex world of member options. His quick learning and aptitude for breaking down intricate financial concepts into easily understandable terms make him an invaluable resource for both clients and colleagues.

Zeid, ilumiti's upbeat Associate Financial Adviser, brings positive energy to our Pension Member Options team while also providing valuable support to his lead adviser's private wealth clients.

With a thirst for knowledge and a passion for finance, Phoebe is one of ilumiti's Associate Financial Adviser’s. She is well on her way to achieving full qualifications, demonstrating a dedication to learning and a passion for supporting her lead adviser in every interaction.

A natural problem solver with a keen eye for detail, Anastasia is ilumiti's Associate Financial Adviser who thrives on ensuring a smooth and efficient client experience. Her eagerness to learn and ability to quickly adapt to new challenges make her an invaluable asset to the team.

Say Hello to Laura, with a keen eye for detail and a deep understanding of the complexities of estate planning, Laura has established herself as a dedicated Estate Planner. Her commitment to excellence is evident in her personalized approach to client needs, ensuring tailored advice that secures their legacy.