0161 937 7600
Based in Sale
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Luke is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luke's status
Last checked: 28 April 2025
Luke is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luke's status
21
Recent Client Reviews
Luke has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 21 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: 30 October 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.
1
Qualifications Uploaded
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Luke has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Luke has provided information on their typical fees
Luke has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Luke (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Luke
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Luke (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Luke is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luke's status
Last checked: 28 April 2025
Luke is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luke's status
21
Recent Client Reviews
Luke has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 21 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: 30 October 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.
1
Qualifications Uploaded
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Luke has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Luke has provided information on their typical fees
Luke has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Luke (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Luke
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Luke (based on 7 first impressions)
I have worked in financial services for over 10 years, starting out in a stockbrokers and moving on to holistic, independent financial planning. Financial planning has changed dramatically over the last 5 years and with an ever aging adviser population, many of my clients like the fact that I won't be retiring any time soon. I have embraced technology and regularly use Cash Flow Analysis with clients where possible, adding value to the service that clients receive. I offer a free, no obligation initial coffee and a chat to get to know people and to find out how I may be able to help. I believe the key to being a good adviser is relationships. My clients are the most important part of a relationship and getting to know them over a coffee and listening to their goals and aspirations is integral to providing a great service and helping clients turn their goals in to reality. My client base is diverse, working with young professionals and families to people approaching retirement and beyond. I have a keen interest in inheritance tax planning and the need for this is increasing all the time. Family is my biggest core value and when I'm not working you'll find me spending time with my wife and two sons, often in the great outdoors or travelling to new places.
Offers available through VouchedFor
Contact Luke through VouchedFor and your initial 30 minute 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 Luke's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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