Luke is a qualified adviser and is a member of the Personal Finance Society and Chartered Institute of Insurance, this demonstrates his commitment to the highest professional standards and codes of conduct.
Joining our team in October 2024, Luke began his career in the financial services industry in 2019 as an administrator and became a qualified adviser in 2021. He holds an undergraduate degree in Economics and a Master’s degree in International Security from the University of East Anglia. Luke specialises in helping clients approaching retirement, finding great fulfilment in the positive impact he can make on a key life event.
Having grown up in Bromley, Luke now lives in Tunbridge Wells enjoying the perfect blend of countryside and town life. Luke is a big Chelsea fan and regularly attends matches at Stamford Bridge with his family. When not at the game, he enjoys playing various sports throughout the week which can lead to him being found anywhere from the 5-A-Side football pitch to the trees of local golf courses.
Diploma in Regulated Financial Planning
Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.
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