Luke helps Brewin Dolphin’s direct clients to overcome any financial challenges they might face and to achieve their goals by providing them with personalised financial plans and wealth management advice.
His advice includes retirement planning, protection planning and investments, but whatever service he provides, he strives to create long-lasting relationships with his clients based on trust.
Luke qualified as a financial planner through the London Institute of Banking & Finance (LIBF) and his career has included positions as an independent financial adviser with Chase de Vere and financial adviser with St James’s Place. He is a Chartered Associate of LIBF and, amongst others, holds their certificate in Long Term Care and Later Life Planning. He joined Brewin Dolphin’s Birmingham office in 2021.