Lumin Wealth buys Dorset adviser

Monday, 26 June 2023
Articles
Lumin Wealth website

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

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Chartered Planner Lumin Wealth buys South East IFA

Monday, 13 June 2022
Articles
Lumin Wealth's Martin Cotter

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.

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