Luke Robinson

I am an experienced financial planner, specialising in helping both private individuals and business owners make some of the most important decisions of their lives. I bring professional financial advice to all my clients, who come to me for clear information and a better understanding about how to save and invest for their future. When you come to me as a new client, you will receive careful and considered financial planning advice for several different outcomes. You may be looking to build wealth and invest accordingly. You could be seeking to plan more intentionally for your retirement and want to understand your current position so that you can make informed choices about your next steps. It might be that you wish to protect your children and grandchildren, through legacy and intergenerational planning. No matter what your reasons, I provide accessible and friendly advice and I am here to make things straight forward and easy for you, to make a difference in how you approach your financial planning. It’s really important that you choose to work with someone you can build a long-term relationship with, someone that you trust. I pride myself on helping to make a difference that can really make a difference to my clients and building a long-standing trusted relationship. As part of my advice I use cash flow modelling in order to help my clients visualise their long-term needs and aspirations. My advice covers all areas of wealth management, including: • Retirement & Pension Planning • Wealth Management & Investment Planning • Inheritance Tax Planning • Inter-generational Wealth Planning • Protection (Life, Critical Illness, Income Protection) I also specialise in advising members of the NHS pension scheme to ensure that they’re benefiting from everything that’s available to them. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 04/06/2024