DipFA, CeL, CeMAP, TCI
Luke has had over twenty five years in financial services with a wealth of experience to deal with any client’s holistic needs.
Luke also assists in organising the funding of Care Home Fees and Later Life Care and assists in understanding what the "Dementia Tax" means to you.
Luke can help you with:
Holistic financial planning
Establishing and reviewing trusts
Complete personal risk management planning
Short- and long-term savings and investments
Later Life Care Insurance
Care Home Fees
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The FCA do not regulate buy to let mortgages.
Trusts are not regulated by the FCA.