0208 166 8476
Based in Finsbury
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Luis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luis's status
Last checked: 12 May 2025
Luis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luis's status
3
Recent Client Reviews
Luis has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luis 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: 09 December 2024
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.
2
Qualifications Uploaded
Luis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Luis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Luis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Luis has provided information on their typical fees
Luis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Luis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luis's status
Last checked: 12 May 2025
Luis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luis's status
3
Recent Client Reviews
Luis has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luis 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: 09 December 2024
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.
2
Qualifications Uploaded
Luis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Luis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Luis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Luis has provided information on their typical fees
Luis has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I work closely with my clients to ensure they are getting the most out of their lives whilst maintaining a comfortable and healthy financial situation. My clients range from those in their younger years looking to balance the demands of life around their finances and those in their later years, ensuring they outlive their money and plan for the next generations. It is important for me to put my clients needs at the heart of everything I do as their financial planner and advise them accordingly as their needs/requirements develop. My Specialisms: • Wealth Accumulation • Tax Efficient Investing • Retirement Planning • Tax Structuring • Cash Flow Forecasting • Inheritance Tax Planning Outside of work, I live in Essex with my Fiancé and love playing golf whenever I possibly can. Exercise is also a big part of my life and something which I’ve found helps me maintain a clear mind when helping many of my clients
Offers available through VouchedFor
Contact Luis through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Luis's clients
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