0203 544 6810
Based in Kingston-upon-Thames
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: October, 2023
4.8 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: 19 July 2025
Luke is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luke's status
10
Recent Client Reviews
Luke has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 10 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: 25 April 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.
14
Qualifications Uploaded
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 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
35
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Luke (based on 35 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 35 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: 19 July 2025
Luke is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Luke's status
10
Recent Client Reviews
Luke has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 10 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: 25 April 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.
14
Qualifications Uploaded
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 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
35
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Luke (based on 35 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 35 first impressions)
Trusted by professionals and families to simplify retirement, reduce tax, and protect wealth across generations + Chartered Financial Planner & Fellow of the Personal Finance Society + VouchedFor Top Rated Adviser 2022, 2024, 2025 As a Chartered Financial Planner and retirement specialist, I work closely with individuals and families to help them achieve Financial Freedom—often by a set age—so they can retire on their terms, with total clarity and confidence in their long-term financial wellbeing. I continue to support clients throughout retirement, ensuring they feel secure and financially organised at every stage. With our proactive, attentive service, my team and I provide the guidance and reassurance clients need to stop worrying about their finances and trust that everything is taken care of. Many of my clients are prudent delegators—often retirees or those approaching retirement who want a trusted long-term partner to guide and support them through life’s financial decisions. While they are more than capable of managing things themselves, they value having a proactive expert on their side to simplify complexity, provide clarity, and ensure nothing is missed. I also work with time-poor professionals who want the confidence that their affairs—and their family’s future—are in safe hands. I deliver tailored, forward-thinking advice across retirement, investment, tax, and estate planning. Whether simplifying complex estates, designing efficient tax strategies, or creating plans that support multi-generational wealth, I help clients avoid costly mistakes and make decisions that leave them better off—financially and emotionally. Together with my team, we offer a personal, long-term partnership designed to reduce uncertainty, provide clarity, and ensure you always feel ahead of the curve. "Very professional. Extensive knowledge. Easy to talk to." — VouchedFor, April 2025 If that sounds like the kind of support you’d value, I’d be delighted to hear from you.
Offers available through VouchedFor
Contact Luke 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 Luke's clients
Based on responses provided by clients who have reviewed this adviser
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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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