Lumin Wealth acquires Essex-based financial advice firm
St. Albans-based advice Lumin Wealth has acquired The Big Picture Wealth Management, a financial advice firm headquartered in Essex.
Source: professionaladviser.com
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Is financial advice too expensive – and just for the wealthy?
IA speaks with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
Source: international-adviser.com
The Morning Briefing: More adviser consolidation and Robin Melley leaves PFS
Good morning and welcome to your Morning Briefing for Monday 13 June, 2022. To get this in your inbox every morning click here. Lumin buys another IFA Lumin Wealth has acquired Ashridge Financial Management – a financial advice firm based in the South East. The acquisition will add around £85m of assets under
Source: moneymarketing.co.uk
Lumin Wealth buys Ashridge Financial Management
Lumin Wealth has acquired Ashridge Financial Management – a financial advice firm based in the South East.
Source: moneymarketing.co.uk
Lumin Wealth hits £800m AUM with latest IFA purchase
Lumin Wealth has acquired Enhance Wealth Management – a Hertfordshire-based financial advice firm. The purchase brings Lumin group assets under management to around £800m.
Source: moneymarketing.co.uk