Financial advice and investment management firm Lumin Wealth has partnered with specialist mortgage adviser Davidson Deem.
The partnership adds expert mortgage advice to Lumin Wealth’s range of existing services, which include investments, pensions, inheritance and tax planning, and financial protection for business and family.
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.”
He added: “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.”
Davidson Deem was founded in 1989, and is led by directors Peter Stokes and Brian Keane (pictured).
The firm specialises in advising high-net-worth (HNW) individuals, including doctors, lawyers, and company directors.
Davidson Deem operates as a ‘whole of market’ mortgage adviser, including residential and buy-to-let (BTL) purchase mortgages, residential and BTL remortgages, rate renewals with existing lenders, first-time buyer mortgages, commercial finance, secured lending and bridging loans.
Stokes said: “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.”
He added: “Over the past 12 months we have carefully ensured that the transition is seamless for our clients.
“Now, not only will they continue to have access to our mortgage services, but they can also benefit from Lumin’s complete range of financial services and solutions, which span everything from pensions and investments to retirement planning and protection for family or businesses.”
