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 merges with Swiss provider
- Tuesday, 18 May 2021
- Articles
St Albans-based Financial Planning firm Lumin Wealth has merged with Swiss financial services provider VZ Group in order to boost organic growth and acquisition activity.
Read more...Lumin ready for more takeovers after London planner buy
- Wednesday, 08 January 2020
- Articles
St Albans-based Lumin Wealth Management has bought London Financial Planner Everett MacLeod for an undisclosed sum.
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