0330 038 8942
Based in Llanelli
View locationChecks carried out by VouchedFor
FCA Regulated
Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Luke has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
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
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
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 Regulated
Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
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
Luke has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
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
Luke has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Luke has not yet added their fees to their profile
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).
About Luke's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
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.