Skip to content
International Adviser
  • Contact
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Wealth manager opens office in Cambridge

By Robbie Lawther, 4 May 23

A former True Potential financial planner has joined the company to run the operation

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.

Tags: Lumin Wealth | UK

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Companies

    Rose St Louis to leave Scottish Widows in March 2026

    FCA building and logo

    Industry

    FCA launches consultations on UK crypto rules

  • Rathbones

    Industry

    Rathbones’ fund managers reveal their 2026 outlooks

    Hand shake icon on wooden cube block which connection with human icon for business deal and agreement concept.

    Companies

    Raymond James IM names Jeff Ringdahl as new president


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.