Lumin Wealth acquires Chamberlain Stean and West Limited (CSW), a Hertfordshire based financial advice firm.
This latest acquisition brings Lumin group assets under management to over £600m.
Lumin Wealth is a financial advice and discretionary fund manager firm based in St Albans and London. This latest acquisition is consistent with Lumin’s strategy of augmenting strong organic growth by partnering with like-minded advisers who share Lumin’s high standards and for whom a smooth transition for their valued clients is an imperative.
Retiring CSW director and owner Chris West said: “Whilst this is the end of an era for me, it is the beginning of an exciting partnership between CSW & Lumin that will bring even more support and opportunities for our clients “
Martin Cotter – Managing Director of Lumin Group commented ‘I would like to thank Chris West, Colin Chamberlain, Mike Williams and the team at CSW, we are delighted to welcome them to Lumin Wealth. We know that our tried and tested integration formula provides an attractive new home for advisers and their teams, personalised to their requirements.
Our plan puts the continuity of the client’s financial planning journey at the forefront of everything we do. We continue to look for similar firms who share our values to join the Lumin family’.