Luke Bennett – Chartered Financial Planner
Luke Bennett
Luke is a Chartered Financial Planner. He has worked in Financial Services since 2012 and joined Attivo in 2021. Luke is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
All Financial Planners require a Diploma in Financial Planning to provide advice. Luke holds both the Diploma and the Advanced Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Luke holds the following Advanced Financial Planning Papers:
- Personal tax and trust planning
- Business financial planning
- Investment planning
- Financial planning process
Check out Luke’s VouchedFor profile here.
Learn more about Luke and life outside of work in our video.
This video is intended for information only. It is not financial advice or a recommendation and should not be considered as such. If you are unsure whether an investment is right for you, please seek independent financial advice. If you choose to invest, please remember the value of investments and any income derived from them can fall as well as rise and you may get back less than you put in.