St. Albans-based advice Lumin Wealth has acquired advice firm B W Financial Consultants based in Penn, Buckinghamshire.
The purchase is expected to add about £95m of assets under management and is the firm's eighth acquisition since 2019. B W Financial Consultants is headed up by director Jeremy Blakeley. Blakeley said: "This partnership will enable us to leverage their extensive resources and technology, allowing us to enhance our service offerings. "Being part of a larger organisation will provide myself and my team with a wide network of support to ensure that we are delivering the best possible advice to our clients amid an increasingly complex regulatory environment." Lumin VZ Group managing...
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