Lumin Wealth acquires £95m AUM Bucks Planner
- Wednesday, 01 November 2023
- Articles
Chartered Financial Planner Lumin Wealth has acquired B W Financial Consultants Ltd, a Financial Planning firm based in Penn, Buckinghamshire for an undisclosed amount.
Read more...Lumin Wealth acquires £85m AUM Essex adviser
- Monday, 03 July 2023
- Articles
Chartered Financial Planner Lumin Wealth has acquired the Big Picture Wealth Management, a financial adviser based in Ongar, Essex.
Read more...Lumin Wealth buys Dorset adviser
- Monday, 26 June 2023
- Articles
St Albans Chartered Financial Planner firm Lumin Wealth has acquired Dorset-based mortgage adviser Davidson Deem for an undisclosed amount.
Read more...Lumin Wealth opens new Cambridge office
- Thursday, 04 May 2023
- Articles
Lumin Wealth has opened a new office at Milton Hall on the outskirts of Cambridge.
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