BSc DipPFS
Luke is a Financial Planner. He has worked in Financial Services since 2000 and joined Attivo in 2021.
Luke is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Luke holds both the Diploma and the Advanced Diploma in Financial Planning.
Luke holds the following Advanced Financial Planning Papers:
Financial planning: Luke develops holistic financial strategies that align clients’ goals, resources, and lifestyle priorities across all stages of life.
Investment planning and Business financial planning: He constructs and reviews investment strategies and portfolios aligned with risk tolerance, time horizon, and defined objectives.
