Financial advice and discretionary fund manager Lumin Wealth has set up an office in Cambridge.
The firm said that the operation is a “natural expansion” of its St Albans and central London offices, and forms part of its “mission to expand our reach in providing top quality financial planning and investment advice”.
Financial planner Tim Webb has joined Lumin to head up the Cambridge office. Webb was previously at True Potential, where he was a financial planner.
This news comes nearly a year after Lumin Wealth acquired Essex-based IFA firm Ashridge Financial Management for an undisclosed sum.
In May 2021, Switzerland-headquartered financial services provider VZ Group acquired a 50.1% stake in Lumin Wealth for an undisclosed sum.
This story originated on our sister publication, International Adviser.
