Lumin Wealth adds 4 new trainee planners
- Monday, 03 October 2022
- Articles
Four new trainee planners have joined Lumin Wealth’s Academy programme today.
Read more...Chartered Planner Lumin Wealth buys South East IFA
- Monday, 13 June 2022
- Articles
The acquisitive St Albans-based Chartered Financial Planner Lumin Wealth has acquired South East financial adviser Ashridge Financial Management – its third takeover in two years.
Read more...Chartered Planner Lumin Wealth buys Herts IFA
- Friday, 04 March 2022
- Articles
Chartered Financial Planning firm Lumin Wealth has acquired Hertfordshire-based financial adviser Enhance Wealth Management, its second acquisition in a year.
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.
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