Lumin Wealth

Chartered Planner acquires mortgage business

Expanding Chartered Financial Planner Lumin Wealth has acquired the mortgages arm of RBS Associates for an undisclosed sum.

Lumin Wealth acquires Berks Financial Planner firm

Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).

Chartered Planner acquires mortgage business

Lumin Wealth acquires Berks Financial Planner firm

Lumin ready for more takeovers after London planner buy

Lumin Wealth acquires Herts IFA firm

Lumin Wealth merges with Swiss provider

Chartered Planner Lumin Wealth buys Herts IFA

Chartered Planner Lumin Wealth buys South East IFA

Lumin Wealth adds 4 new trainee planners

Lumin Wealth opens new Cambridge office

Lumin Wealth buys Dorset adviser

Lumin Wealth acquires £85m AUM Essex adviser

Lumin Wealth acquires £95m AUM Bucks Planner

Key Links