Luke Taffetsauffer

Luke Taffetsauffer

L J Taffetsauffer Wealth Management Limited

Minimum savings/pensions: Any amount

0330 038 8942
Based in Llanelli
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Verified since: March, 2025

4.8 out of 5

25 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 March 2025

    Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Luke has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 3

    Qualifications Uploaded

    3 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

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    Luke has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 28 March 2025

    Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Luke has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 March 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 3

    Qualifications Uploaded

    3 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

    Fees not yet added

    Luke has not yet added their fees to their profile

Having witnessed first-hand how the 2008 financial crisis devastated a family-run business, I made it my mission to help people take control of their financial future. That experience shaped my commitment to guiding families toward long-term financial security, ensuring they have the right plans in place to protect what matters most. As a former Youth National Boxing Champion, I understand the importance of discipline, strategy, and resilience—qualities I bring into my role as a financial adviser. Now, as a husband to my incredible wife Katrin and father to my wonderful children, Isabella and Leo, I know that financial decisions are about more than just numbers—they’re about securing a future for the people you love. With a looming retirement crisis, my passion lies in helping families achieve financial freedom. I believe that every client deserves a trusted adviser who treats their finances with the same care and diligence as their own. No two families have identical aspirations, which is why I take a tailored approach to financial planning, ensuring your goals and priorities always come first. My Commitment to You: ✅ Personalised Financial Advice – Face-to-face guidance tailored to your needs ✅ Regular Reviews – Ensuring your financial plan evolves with your career and life changes ✅ Strategic Adjustments – Keeping your plan aligned with your goals and market conditions ✅ Investment Management – Leveraging St. James’s Place’s distinctive approach to wealth management ✅ Proactive Support – Keeping you informed with timely market insights that impact your financial future I’m here to help you navigate life’s financial decisions with confidence and clarity. If you're looking for a dedicated adviser who prioritises your financial well-being as if it were their own, let’s have a conversation. 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. 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 20/03/2025

£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).

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Adviser Disclaimer

Appointed Representative of and representing 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.