Partner Practice of St. James's Place Wealth Management
Luke joined Bright Wealth Management in 2016 from Liverpool based Rathbones Investment Management, where he specialised in Whole of Market financial advice.
As a Technical Planner, Luke’s time is focused on delivering bespoke plans centred on each individual’s requirements and circumstances. With 10 years financial services experience Luke can draw on a breadth of knowledge from diverse roles within Financial Planning such as Financial Adviser and Private Banker which give him a unique insight in planning for a client’s future.
Taking great satisfaction in the technical aspect of Financial Planning, Luke is able to identify the best products for a client’s needs and he is able to provide a tailored plan that meets each client’s ultimate goal of financial security.
It is through working closely with our Advisers, as a team, that allows Luke to communicate the complex financial advice in a clear and concise manner that clients appreciate.
Away from the office Luke loves to travel and looks forward to sharing this passion with his young family.
The Partner Practice 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.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.