Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

The firm has snapped up B W Financial Consultants

Isabel Baxter
clock • 1 min read

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...

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

Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

More on Companies

Scottish wealth firm declared failed by FSCS

Scottish wealth firm declared failed by FSCS

Over investment and pension advice

Isabel Baxter
clock 17 April 2025 • 1 min read
Continuum's assets hit £2.5bn following M&G-buyout completion

Continuum's assets hit £2.5bn following M&G-buyout completion

Adviser numbers continue to grow

Isabel Baxter
clock 17 April 2025 • 1 min read
Kingswood AIM shares cancelled amid PE takeover

Kingswood AIM shares cancelled amid PE takeover

Going private under ownership of Pollen Street Capital’s HSQ

Jen Frost
clock 17 April 2025 • 2 min read