Lumina Green

, we understand that success isn’t just about keeping the numbers in check - it’s about making strategic decisions that drive growth, protect assets, and unlock opportunities. That’s where Lumina comes in.

Lumina is our suite of advisory and specialist services, designed for businesses and individuals seeking more than compliance. Whether you’re looking to optimise your tax position, secure funding for innovation, or plan for the future, Lumina gives you access to industry-leading expertise backed by Ad Valorem’s trusted reputation. 

 continues to provide essential accountancy and tax services, Lumina takes a step further - offering tailored solutions that help you navigate complexity and seize opportunities with confidence. 

Lumina Pale Green

General

White

, we understand the pressure on CFOs to drive efficiency, manage risk, and plan strategically - all while keeping a tight rein on costs. That’s why we created Lumina, a suite of expert-led advisory services designed to support you in delivering value across the business.

Lumina offers more than compliance. From tax optimisation and R&D incentives to corporate structuring and cash flow forecasting, we help CFOs unlock strategic advantage without compromising financial control.

CFO / FD

As a CEO, your role spans everything - from steering the vision to building a resilient business that rewards the hard work that you and your team have invested.

, we created Lumina to support your journey with high-impact advisory services designed to accelerate growth, streamline operations, and protect both business and personal wealth. 

Lumina gives you access to experts who work across your business and personal finances, offering guidance that extends beyond compliance into long-term value creation.

CEO / MD

, we know how important it is for accountancy firms to offer added value in a competitive market. That’s why we developed Lumina - a specialist suite of advisory services designed to integrate with your firm and enhance your client offering.

Expand Your Capabilities, Without Expanding Overheads

From complex tax planning to forensic work and innovation funding, Lumina lets you partner with regulated experts (ACCA-regulated) who work under your brand or ours. Our approach is collaborative, compliant, and designed to protect your client relationships.

Accountancy Firm

Your wealth deserves more than standard advice. At 

, we created Lumina - a specialist suite of advisory services tailored to the needs of high-net-worth individuals and families seeking to protect, grow, and transfer wealth with confidence.

Personalised Strategy for a Complex Financial World

From legacy planning to international structuring, Lumina gives you direct access to trusted experts who provide discreet, proactive advice shaped around your lifestyle, goals, and assets.

High Net Worth Individual 

Lumina Gold

Optimise, Protect, and Scale with Confidence 

Fuel Growth. Protect What Matters. 

Specialist Services. Seamless Integration. 

Protect Your Legacy. Plan for the Future. 

Our Specialist Services include: 

Explore how Lumina’s technical insight and practical approach give SMEs the confidence to make smarter decisions and achieve sustainable growth. 

Success stories from our clients

Case studies

With Lumina, you get the best of both worlds: the high-level advisory your business needs, with the trusted partnership you expect from Ad Valorem.

Whether you’re scaling up, planning an exit, or securing investment, we’re here to illuminate the path forward. To discover how Lumina by 

With Lumina, you gain a trusted partner who understands the financial levers that drive business success. Whether you're restructuring, scaling, or navigating risk, we're here to illuminate the way.

Whether you’re scaling up, diversifying, or preparing for exit, Lumina helps you lead with confidence - combining financial intelligence with strategic insight.

Our team acts as an extension of yours, backed by ACCA regulation and deep sector experience. Whether you’re looking to broaden services or solve a client’s specific challenge, Lumina is here to support your growth.

With Lumina, you gain a proactive partner who understands the nuances of complex wealth - and the importance of long-term, trusted relationships.

Speak to our private client team to discover how Lumina can support your financial goals.

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Lumina is our suite of advisory and specialist services, designed for businesses and individuals seeking more than compliance. Whether you’re looking to optimise your tax position, secure funding for innovation, or plan for the future, Lumina gives you access to industry-leading expertise backed by Ad Valorem’s trusted reputation. 

A suite of specialist services
from ADVALOREM

Optimise, Protect, and Scale with Confidence

Case studies

Have a question?

A suite of specialist servicesfrom ADVALOREM

Optimise, Protect, and Scale with Confidence

Case studies

Have a question?

A suite of specialist services
from ADVALOREM