Testimonial
“Engaging with Luke has been an exceptional experience. His dedication to helping me reach my financial objectives is unparalleled. He demonstrates a meticulous and thoughtful approach in his analysis and recommendations. Moreover, Luke consistently prioritises my best interests, instilling unwavering confidence in his expertise.
I wholeheartedly endorse Luke to individuals seeking adept financial advice and tailored support as his guidance has been invaluable in securing my financial future. “
Rav Patel, Client
I joined the financial services after graduating Newcastle University with a master’s degree in finance. From day one, I have taken great pride in getting to know my clients on a deeply personal basis which ensures I fully understand their goals and what truly matters most to them. With this in mind, I do not work on a transactional basis and instead foster relationships that will last for the next forty years or so, providing clients with comfort and continuity.
I look after a range of high-net-worth private clients and entrepreneurs predominantly covering the home counties whilst working closely alongside both accountants and solicitors. My expertise allows me to deliver bespoke tax, investment, pension and estate planning advice in a truly independent and holistic manner.
By joining Partners Wealth Management as an independent adviser, I can provide clients with access to the best investment managers enabling them to make an informed choice on what is right for them. By utilising leading technology, clients benefit from a diversified suite of investment managers and options. I sit on the same side of the table as you, working with you to match your objectives to the best solutions.
When not in the office, I can be found either training for my next marathon or at Worplesdon Golf Club working on reducing my current handicap of 6.