Lumin Wealth makes second adviser acquisition

The acquisition completed on Monday (6 January) and marked the second acquisition from the aspiring consolidator.

Everett MacLeod managing director Mike MacLeod (pictured, right) will continue to work with his clients on an ongoing basis as the business is handed over to Lumin.

Lumin said it will continue to pursue further acquisitions in 2020 with businesses that align with its principles and values.

Lumin Wealth managing director Martin Cotter (pictured, left) said: "Everett Macleod marks Lumin Wealth's second acquisition and we are delighted to welcome Mike MacLeod to our team.

"By joining Lumin, Mike can continue to be an exceptional financial adviser, supported by enhanced resources and infrastructure allowing him to do what he does best - advising and building relationships with clients."

MacLeod added: "Having been director of Everett MacLeod for over 22 years, I am delighted to have found the perfect partner firm to asset me in taking our clients on the next stage of their journey."  

Last April, Lumin acquired Bedfordshire-based Hyperion Financial Planning. At the time, Cotter said the move would provide a template for further acquisitions.  

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