Partner Practice of St. James's Place Wealth Management
Luke joined PD Financial Management in 2019, after accepting an invitation to join St. James's Place Wealth Management having previously worked for a successful, national IFA Firm.
Luke focuses on working with Private clients and thrives on providing a personal service to build long standing relationships. He’s passionate about simplifying complex matters in order to help clients gain a clear understanding.
Outside of business, Luke is a keen gym-goer, yogi and golfer (when the sun's shining). He enjoys travelling, so you’ll often find him (and his backpack) on his next adventure exploring the world.
Areas I specialise in: Mortgage Advice / Protection Planning / Investment Planning / Pension Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
The 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
PD Financial Management Limited is registered in England and Wales, Number 5123232. Registered Office: No. 1 The Paddocks, Chateau Impney Estate, Droitwich Spa, Worcestershire, WR9 0BL, United Kingdom.