Hertfordshire and London-based adviser firm Lumin Wealth has acquired Everett MacLeod, an independent planning firm based in London.
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. ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
