I provide my clients with clarity around their financial future, by simplifying complex matters and helping them to understand where they are today, against where they want to be in the future. I create bespoke plans to help clients achieve their goals, which in turn provides them with peace of mind and enables them to focus on what matters to them most – enjoying life! This empowers them to make better financial decisions, be in control of their finances and live a more fulfilling life.”
- Locations
- Birmingham
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.
“