Lumin Wealth has acquired the mortgages division of RBS Associates, expanding its range of services that includes investments, pensions, inheritance and tax planning, and financial protection.

The move comes after the tie-up between mortgage adviser Davidson Deem and Lumin Wealth in June 2023, which added mortgages to Lumin Wealth’s services.

RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.

Davidson Deem director, Brian Keane, said: “We are thrilled to welcome Spurling and his team into the fold.

“We are looking forward to working closely with Spurling to ensure a smooth transition as he begins his pathway towards retirement.

“With our dedicated 11-member team, we are well-equipped to support RBS Associates’ mortgage clients.

“The highly personalised service that Spurling and his team provide aligns perfectly with our company culture.”

Mark Spurling added: “I am delighted to be teaming up with Davidson Deem and by extension the wider Lumin Wealth family.

“Their core values align seamlessly with ours, and their expertise and advanced systems will allow us to elevate our service standards for clients.

“I am confident that this carefully considered partnership provides the ideal long-term home for our mortgage clients.”