Lumin Wealth Management make a deal to buy Everett Macleod

Lumin Wealth Management buys Everett Macleod: Case Study

The background Mike Macleod heard Louise Jeffreys speak at a CISI Accredited Firms conference in 2016 at which point he ...
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Louise Jeffreys, MD of Gunner and co., the leading IFA Sales broker

Gunner & Co. and leading FS influencers join up to educate on M&A

Two of the UK’s leading independent financial advice firms, along with a prominent business transformation consultancy, have partnered with M&A ...
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Gunner and co.

Gunner & Co. advise Lumin Wealth on second acquisition

Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following ...
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IFA Sales

Testimonial: IFA Valuation

Business succession within financial planning firms is extremely complicated and in my opinion this is why many financial planning firm ...
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Louise Jeffreys, MD of Gunner and co., the leading IFA Sales broker

M&A focus to shift to large advisers due to cost

(FTADVISER 28 Aug 2019) The substantial costs faced by buyers of advice firms could mean small advisers will be increasingly overlooked in ...
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FTAdviser Financial Advice Forum

Gunner & Co. to speak at FTAdviser Financial Advice Forum

Louise Jeffreys, Gunner & Co. MD, will be delivering the keynote closing address at FTAdviser's Financial Advice Forum in Birmingham ...
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IFA Sales

Case Study: Working against the clock

The background G&T Financial Planning had been looking at selling their business for more than 18 months. In fact, at ...
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IFA Valuations

Case Study: Business valuations and making the right offer

The background Midlands IFA had been looking at making a purchase for a couple of years, when the right business ...
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IFA Business Sales

Case Study: Accountancy sells financial advice arm

The background James Joyce* was the sole financial adviser within a larger accountancy business. He wanted to structure a retirement ...
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Lumin Wealth Management make a deal to buy Everett Macleod

Case Study: Shrinking Teams

The background ABC Financial Services* are based in the north of England. However, through an historic acquisition had a pocket ...
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Strategic sale

Case Study: Changing Strategies

The background C&A Asset Management*, a London-based investment firm completed a strategic review of their business, which concluded that the ...
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Retirement Planning

Case Study: Relocated Financial Planner

The background John Barnes* moved from the home counties to Devon as part of his longer-term plan towards retirement. After ...
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