Luke Lally

Financial Planning Consultant at Quilter Financial Advisers

DipFA, CeL, CeMAP, TCI

E: luke.lally@quilterfa.com

T: 0800 849 1279

LinkedIn: Luke Lally

 

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

Investments

Portfolio planning
ISAs
Unit trusts
Investment trusts
Investment bonds
Offshore bonds

Pensions

Personal pensions
SIPPs
Company schemes
SSASs
Consolidation plans

Later Life Care Insurance

Care Home Fees

Life cover

Whole of life and Term Assurance protection

Medical

Private medical arrangements
Critical illness insurance

Income

Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:

First time buyers
Remortgages
Buy-to-let

Deals researched and arranged to suit:

Fixed rate deals
Discounted
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.