“I enjoy partnering with independent financial advisers to deliver truly bespoke investment solutions that meet their clients’ unique requirements. By fostering trust and collaboration, I aim to empower advisers with the tools and insights they need to make a meaningful impact on people’s financial futures.”
- Locations
- Birmingham
Luke is an Investment Manager in the Birmingham office. He specialises in providing bespoke discretionary management services to intermediaries such as independent financial advisers (IFAs). Luke and the intermediaries team manage multi-asset portfolios for private clients, trusts and corporate clients, incorporating tax-wrapped portfolios such as SIPPs, ISAs and onshore/offshore bonds.
As part of his role, Luke meets regularly with his IFA partners and their underlying clients to ensure that their financial goals are being met. He also works closely with business development managers to help build relationships and promote RBC Brewin Dolphin’s investment management services to IFAs based across the Midlands.
Luke’s career in financial services began in 2015 when he joined MHA Caves Wealth (formerly Cave & Sons) as a trainee investment manager. He moved to RBC Brewin Dolphin in 2024 and is a Chartered Fellow of the Chartered Institute of Securities & Investment. He is also a resource committee member at the Milton Keynes Community Foundation.