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Luke Harris

Chartered Financial Planner

Luke is a Chartered Financial Planner who is an associate member of the Personal Finance Society, the UK’s professional body for financial advisers. This represents his commitment to high standards in knowledge, professional development and ethical behaviour.

Luke began his career in the financial services industry in 2019 and has been a qualified adviser since 2021. He holds an undergraduate degree in Economics and a Master’s degree in International Security from the University of East Anglia. Luke specialises in helping clients approaching retirement, finding great fulfilment in the positive impact he can make on a key life event. The ongoing relationship he has with his clients ensure that they continue to feel financially secure throughout their retirement.

Having originally grown up in Bromley, Luke now lives in Tunbridge Wells with his wife, enjoying the perfect blend of countryside and town life. Luke is a big Chelsea fan and regularly attends matches at Stamford Bridge with his family.

Read Luke’s written pieces online here.

Qualifications

  • CII Advanced Diploma in Financial Planning
  • Certificate in Discretionary investment Management
  • Certificate in Securities Advice and Dealing
  • Award in Long Term Care Insurance
  • R01 – Financial Services, Regulation & Ethics
  • R02 – Investment Principles and Risk
  • R03 – Personal Taxation
  • R04 – Pensions and Retirement Planning
  • RO5 – Financial Protection
  • RO6 – Financial Planning Practice
  • AF4 – Investment Planning
  • AF5 – Financial Planning Process
  • AF8 – Retirement Income Planning
  • CF8 – Long Term Care Insurance
  • J10 – Discretionary Investment Management
  • J12 – Securities and Advice Dealing

Are you ready to make informed decisions about your money?

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