0127 376 7211
Based in Hove
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: March, 2024
5 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: 06 May 2025
Luke is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luke's status
6
Recent Client Reviews
Luke has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 6 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: 06 May 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.
4
Qualifications Uploaded
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
Luke has not yet added their fees to their profile
Fees not yet added
Luke has not yet added their fees to their profile
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: 06 May 2025
Luke is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luke's status
6
Recent Client Reviews
Luke has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 6 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: 06 May 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.
4
Qualifications Uploaded
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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
Luke has not yet added their fees to their profile
Fees not yet added
Luke has not yet added their fees to their profile
I’ve worked in financial services since 2021, with experience in mortgages, insurance, and wealth management. My services are most valuable to those who are at or preparing for retirement. We’ll work together to: • Get you financially organised • Create an action plan, and • Optimise your investments By clarifying your financial goals, we can paint a picture of what an ideal retirement might look like. Then, with the help of cashflow modelling software, we can build a plan to make that picture a reality. My hope is that by working with me, you’ll become more confident with your finances, knowing your future is secured and your family protected. For business clients, I primarily help SMEs looking to: • Arrange tax-efficient life insurance through the business for directors • Protect against the loss of a key person and/or shareholder, or • Enhance their workplace pension offering As a whole-of-market adviser, I can find the most competitively costed solutions for the business. I also save you time and hassle by assisting with administration throughout the application process. Outside of work, you’ll likely find me nerding out over board games, musicals, or the best way to hack my way down a ski slope!
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
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