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