0330 038 8941
Based in Braintree
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: July, 2024
4.9 out of 5
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FCA Regulated
Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 19 July 2026
Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Luke has received 17 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Luke has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 16 March 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
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Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates available to view
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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About
I've worked in Financial services since 2017, and have been part of various teams and functions within the business. I'm fully qualified to provide Regulated Financial Advice (DipPFS). I help my clients plan for their financial future offering tailored solutions to help them reach their goals. Specifically, I will help you through crucial phases of your financial journey, such as protecting you and your family against the financial stress of death or ill health, saving towards key milestones such as retirement and ensuring you can leave a legacy to your loved ones. Outside of work you'll find me at the tennis or golf club, trying to hone my skills! The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx