Luke Taffetsauffer

Luke Taffetsauffer

L J Taffetsauffer Wealth Management Limited

Minimum savings/pensions: Any amount

0330 038 8942
Based in Llanelli
View location

Verified since: March, 2025

4.8 out of 5

34 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 July 2025

    Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Luke has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 March 2025

    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.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Luke has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 July 2025

    Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Luke has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 March 2025

    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.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Luke has not yet added their fees to their profile

As a former Youth National Boxing Champion, I understand the importance of discipline, strategy, and resilience—qualities I bring into my role as a financial adviser. Now, as a husband to my incredible wife Katrin and father to my wonderful children, Isabella and Leo, I know that financial decisions are about more than just numbers—they’re about securing a future for the people you love. I’m here to help you navigate life’s financial decisions with confidence and clarity to achieve financial freedom by guiding you through a personalised advice journey. I will help you to: ► Implement a robust financial plan ► Provide a tailored service with regular financial reviews ► Make necessary adjustments to ensure your plan remains consistent and relevant ► Achieve your long-term financial goals After witnessing a family-run business be destroyed by the 2008 financial crisis, I made it my mission to help others take control of their financial future. I’ve now worked in the Wealth Management industry for over 13 years. My journey began at One Financial Planning Ltd, followed by a Specialist Financial Consulting role with Wesleyan. In 2017, I joined St. James’s Place — one of the UK’s leading wealth management organisations — where I advise business owners and professionals on building, preserving, and protecting their wealth through tailored financial planning, including investment planning and retirement planning. My passion lies in helping professionals and entrepreneurs make the right retirement decisions — ensuring they don’t just retire, but retire well. If you're concerned about the prospect of not having enough at retirement or want to review your existing financial arrangements, please get in touch by emailing me directly at Luke.taffetsauffer@sjpp.co.uk or call my office on 01554 701620. 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 20/03/2025

£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 Luke's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Clients' level of financial expertise

Reviews of Luke

Are you a client of Luke? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

Appointed Representative of and representing 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.