CHARTERED PLANNER LUMIN WEALTH BUYS HERTFORDSHIRE BASED IFA
Capital and Trust - March 4, 2022 - 0 minute read
Lumin Wealth, a discretionary fund management firm based in St Albans and London, has acquired financial advice business Enhance Wealth Management, who is also based in St Albans and is a wealth manager and IFA serving private and corporate clients.
The acquisition of the Hertfordshire-based firm means Lumin’s total assets under management now stand at more than £800m.
Managing Director, Martin Cotter said: “I would like to thank Peter Flowers, Fiona Read, Sara Moore and the rest of the Enhance team. We are delighted to welcome them to Lumin Wealth.
“Our plan puts the continuity of the client’s Financial Planning journey at the forefront of everything we do. We continue to look for similar firms who share our values to join the Lumin family.”
Lumin Wealth is continuously looking for its next acquisition to help them grow even further.
Managing director of Enhance Wealth Management, Peter Flowers, said: “We are very pleased to be selling our business to such a forward-thinking and innovative company. Lumin Wealth shares the same core values as Enhance; namely putting the client first and delivering consistently excellent customer service.”
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