Lumin Wealth hopes to acquire 'at least two' firms in 2020

Following recent acquisitions

Sophie King
clock • 1 min read

Hertfordshire and London-based adviser firm Lumin Wealth has said it hopes to buy at least two more firms this year, following on from its most recent acquisition.

Lumin Wealth managing director John Cusins told Professional Adviser he would like the firm to acquire another two firms in 2020.  "We completed Everett MacLeod pretty much the first day of January, but we exchanged contracts before Christmas so in our minds we acquired two firms last year," he said. "And I think we would like to see us acquiring a minimum of two firms this year." On Monday (6 January) Lumin acquired London-based independent planning firm Everett MacLeod marking the consolidator's second acquisition. Lumin said it will continue to pursue further acquisitions in 2020 w...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Companies

MWA Financial acquires Midlands advice firm

MWA Financial acquires Midlands advice firm

Snaps up Stonewood Financial Planning

Isabel Baxter
clock 18 December 2025 • 2 min read
Perspective snaps up £400m AUA firm in largest deal to date

Perspective snaps up £400m AUA firm in largest deal to date

Acquires Prosser Knowles in Droitwich and Gloucester

Isabel Baxter
clock 18 December 2025 • 3 min read
Intelliflo CEO on Carlyle takeover and how advice technology 'never stands still'

Intelliflo CEO on Carlyle takeover and how advice technology 'never stands still'

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Isabel Baxter
clock 17 December 2025 • 7 min read