Luke is the newest addition to the team as Trainee Financial Adviser at Engage Wealth Management. Luke has over two years’ experience in financial services, specialising in insurance. He will now be applying his expertise not only in protection advice, but broader financial planning as well.
Luke holds the CII Level 4 Diploma in Regulated Financial Planning, and strives to share his knowledge in a friendly, easy-to-understand way to empower people to make better financial decisions.
Having graduated with a degree in Mathematics, Operational Research, Statistics & Economics from the University of Southampton, Luke also prides himself on his strong, methodical approach to his work, ensuring no detail gets missed.
Outside of work, you will most likely find Luke either ‘nerding out‘ over board games and musicals, or elegantly falling face-first down the side of a ski slope!
