0330 038 8940
Based in Bromsgrove
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FCA status: Certified by Firm
Luc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luc's status
Last checked: 23 May 2025
Luc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luc's status
3
Recent Client Reviews
Luc has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luc has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Luc has not yet added their qualifications to their profile
Qualifications not yet added
Luc has not yet added their qualifications to their profile
Transparent Fees
Luc has not yet added their fees to their profile
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Luc has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Luc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luc's status
Last checked: 23 May 2025
Luc is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luc's status
3
Recent Client Reviews
Luc has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luc has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Luc has not yet added their qualifications to their profile
Qualifications not yet added
Luc has not yet added their qualifications to their profile
Transparent Fees
Luc has not yet added their fees to their profile
Fees not yet added
Luc has not yet added their fees to their profile
I am passionate about helping individuals and families across the UK achieve their financial dreams through independent, personalised advice. My approach is all about bespoke holistic planning, covering everything from retirement planning to investment strategies and estate planning. My journey started as a Business Manager for ultra-high-net-worth and celebrity clients, where I honed my skills in discretion, trust, and exceptional service. This unique experience, combined with comprehensive financial planning training and a deep understanding of UK regulations, means you can count on receiving expert, unbiased advice. For me, financial planning is more than just numbers; it's about understanding your aspirations and challenges. Together, we'll craft a roadmap tailored to your needs, making finances less daunting and providing clear, actionable advice that empowers you to make confident decisions about your financial future. When I'm not immersed in finance, you'll find me enjoying fitness, playing golf, and spending quality time with family and friends.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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