Lumin ready for more takeovers after London planner buy

St Albans-based Lumin Wealth Management has bought London Financial Planner Everett MacLeod for an undisclosed sum.

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Three more join IFP Accredited Firms register boosting total to over 50

The Institute of Financial Planning has announced that Chatfield Private Client, CDN Life Solutions and Everett Macleod are the latest successful firms to join its Accredited Financial Planning FirmsTM register pushing the total number of firms to over 50. Read more...