Luke joined our Leeds office in 2012 and is an Investment Manager. He manages the portfolios of private clients, mainly individuals, families and trusts, and ensures they meet their risk appetite and financial goals. He places a huge emphasis on relationship management.
Luke also deals with The Corporation of Lloyds, investing the funds that clients have as collateral against insurance investments. He is also a member of RBC Brewin Dolphin’s Business to Business strand, which provides a combination of financial advice and education to a range of company directors and employees.
He began his financial services career in 2006 as a Stockbroker’s Assistant at Fyshe Horton Finney. In 2009 he left to set up a new company, Park Square, before moving to RBC Brewin Dolphin. He is a Chartered Fellow of the Chartered Institute for Securities & Investment, Chartered Wealth Manager and an affiliate member of STEP.