Luke is a Chartered Wealth Manager with over a decade’s experience in financial advice and investment management.

He helps clients cut through complexity, take control of their money, and make it work towards their goals — whether that’s saving for the future, investing with confidence, planning for retirement, or protecting their families. He also supports clients with intergenerational wealth planning.

Luke believes finance shouldn’t be confusing, intimidating, or wrapped in jargon. His approach is clear, practical, and straight-talking — more like a conversation over coffee than a meeting with a bank manager.

His advice areas include investments, retirement planning, inheritance tax, and family protection — delivered in a way that keeps clients engaged, informed, and in control.

Outside of work, Luke enjoys padel, tennis, cycling, strength training, and weekends exploring the countryside with his family’s West Highland Terriers.