Lumin Wealth has bought the mortgage arm of RBS Associates.
The move comes after the tie-up between Davidson Deem and Lumin Wealth in June 2023, which added mortgages to Lumin Wealth’s range of existing services.
This includes investments, pensions, inheritance and tax planning, and financial protection for business and family.
RBS Associates partner, Mark Spurling, who has been providing mortgage services since 1992, will be joined at Lumin Wealth by 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.”
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.”
tom.dunstan@ft.com
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