Lumin Wealth acquires £95m AUM Bucks Planner

Chartered Financial Planner Lumin Wealth has acquired B W Financial Consultants Ltd, a Financial Planning firm based in Penn, Buckinghamshire for an undisclosed amount.

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Lumin Wealth acquires £85m AUM Essex adviser

Chartered Financial Planner Lumin Wealth has acquired the Big Picture Wealth Management, a financial adviser based in Ongar, Essex.

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Lumin Wealth buys Dorset adviser

St Albans Chartered Financial Planner firm Lumin Wealth has acquired Dorset-based mortgage adviser Davidson Deem for an undisclosed amount.

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Lumin Wealth opens new Cambridge office

Lumin Wealth has opened a new office at Milton Hall on the outskirts of Cambridge.

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