28 Jun 2023
Harpenden-based financial management company Lumin Wealth has welcomed a team of specialist mortgage advisors into its portfolio.
The tie-up with Davidson Deem Ltd adds to Lumin Wealth’s range of existing services, which include investments, pensions, inheritance and tax planning, and financial protection for business and family.
Both existing and future Lumin clients can now benefit from expert mortgages services on an ongoing basis.
Led by directors Peter Stokes and Brian Keane, Davidson Deem have been providing mortgage services for professionals since 1989, including residential and buy-to-let purchase mortgages; residential and buy-to-let remortgages; rate renewals with existing lenders; first-time buyer mortgages; commercial finance; and secured lending and bridging loans.
Martin Cotter, managing director of Lumin Wealth, said: “We are delighted to welcome Brian, Peter and the rest of the Davidson Deem team into the fold.
“Between them they have over 130 years’ of mortgages experience, so we are confident that both current and future Lumin clients will benefit greatly from their extensive expertise.
“Davidson Deem’s highly personalised service – which is borne out by a five-star Google review rating – means they are a great fit with the existing culture here at Lumin.
“This partnership is an important addition to our suite of services, and we look forward to developing a fruitful relationship that will provide substantial benefits for both Lumin and Davidson Deem clients over the coming years.”
Peter Stokes, joint-director of Davidson Deem, added: “We are delighted with the merger with Lumin Wealth and the outcome for our clients.
“Lumin’s core values match our own, and their expertise and systems will enable us to take our service standards for clients to the next level.”
To find out more about the services Lumin Wealth can offer call the team on 03300 564 446 or visit luminwealth.co.uk
