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).
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

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