Luke is Senior Financial planner at Melville Independent plc, having joined in 2013. He started in financial services in 2001 and qualified to Financial Adviser in 2003. At Scottish Widows from 2001 to 2008, Luke was a Pension and Investment Consultant, working with high quality financial planning firms.
In 2008, Luke joined Bank of Scotland as a Financial Adviser, winning many awards in his 5 years at the firm, including top adviser in Scotland across the whole of Lloyds banking group. These awards were based on the amount of clients helped and quality of advice.
Luke is passionate about retirement planning for his clients and is an expert on tax planning. Many of his clients are business owners, and Luke’s expertise in tax planning has had a big impact.
Luke is a keen sports fan, although with 4 children has less time to participate than he used to! He enjoys hillwalking, still manages the occasional round of golf, and is a season ticket holder at Newcastle United where he grew up.
