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Luke Turner, DipPFS, EFA

Private Wealth Director

Luke works by helping individuals & families achieve their financial objectives as they look towards retirement, with a particular interest in ethical and ESG investing.

Luke is responsible for the UK market as well as international clientele, and Head of Repatriation for overseas clients returning to the UK.

Luke specialises in the following areas:

Lump Sum Investment
Inheritance Tax & Estate Planning
EIS, SEIS & VCT investing
Retirement Planning
UK Pension Transfers
Insurance & protection
Repatriation – either moving abroad or back to the UK

Areas of Expertise

• Pension Analysis, Advice, Management

• Retirement Planning

• Pension Planning

• Lifetime Allowance Planning

• Inheritance Tax Planning

• Tax Planning

• Wealth Management

• Investment Portfolio Management

• Investment Review

• Insurance & Family Protection

• Education Fee Advice & Planning

• High Net Worth & Ultra High Net Worth

• Private Client Wealth and Estate Planning

• Cashflow Forecasting & Modelling

Regions Covered

  • United Kingdom
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