0330 038 8942
Based in Sevenoaks
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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: 18 April 2025
Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Luke has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 5 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: 27 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.
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Luke has provided information on their typical fees
Luke has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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: 18 April 2025
Luke and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Luke has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Luke has received 5 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: 27 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.
Qualifications Uploaded
Luke has not yet added their qualifications to their profile
Qualifications not yet added
Luke has not yet added their qualifications to their profile
Transparent Fees
Luke has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Luke has provided information on their typical fees
Luke has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My Specialism Luke specializes in clients aged 55+ who are either retired or looking to retire within the next few years. They are in good health, usually with over £200k in pensions or cash to invest and/or disposable income to put towards protecting their assets e.g. leaving an inheritance to the children tax effectively. Luke has expertise in Whole of Life Insurance for leaving a legacy for example. Luke's clients are typically married, own their own home and have grown-up children. And they are within easy reach of Sevenoaks in Kent where Luke's office is. For example, Orpington, West Wickham, Warlingham, Dartford and Tunbridge Wells. Whilst specializing in Whole of Life Insurance for legacy planning, on the investment side Luke specializes in investment strategies suited to those at or near retirement. How I work After initial email contact or short phone call to get an idea if we may be able to help, a first appointment is at our expense at Luke's office in central Sevenoaks. This is a more in depth conversation to understand your situation and usually takes 1.5-2hrs and a nice cup of tea or coffee. By the end of this conversation we should have a better idea of whether we can work together and, if so, we would book a second, shorter appointment to finalize any recommendation and paperwork. After that, depending on what service you take, Luke stays in touch with you regularly via his newsletter, ad hoc reach outs with ideas/info that may be relevant to you, an annual financial planning report and an annual review. About Luke Luke Simpson is a Financial Adviser with over 13 years experience in the UK financial industry, an MBA from IESE Business School, Barcelona and an Advanced Diploma in Financial Planning. Luke is an avid reader, church-goer and a family man. He is married to Ania and has three children Theodore (6), Emily (4) and Henry (2). After a successful career in banking, Luke was pleased to establish his own financial planning and advice business, Goldfinch Financial Planning Limited, as a partner of M&G Wealth Advice. He specializes in Whole of Life Insurance for legacy planning as well as pensions and investments for the over 55s.
£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
Goldfinch Financial Planning Limited is proud to be an Appointed Representative of M&G Wealth Advice Limited. We are qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers. Backed by the strength and credibility of Prudential, an M&G plc company with over 170 years of providing financial security, we are committed to delivering exceptional service and advice.