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.
This follows the merger with Davidson Deem in June 2023, which initially added mortgages to Lumin Wealth’s offerings.
Mark Spurling, partner at RBS Associates, who has been in the mortgage industry since 1992, will join Lumin Wealth.
He will be accompanied by Amy Spurling, administrator at RBS, and Sally Jarvis, personal assistant (PA) at RBS.
Brian Keane, director at Davidson Deem, said: “We are thrilled to welcome Mark and his team into the fold. We are looking forward to working closely with Mark 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 Mark and his team provide aligns perfectly with our company culture.”
Spurling said: “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.”
