Luke Comerford is an Independent Financial Adviser at Engage Wealth Management, with over four years of experience in financial services. He works with both individuals and business owners to solve financial problems and help them feel more confident about the future.
Luke began his career as a Protection Adviser, where he developed a strong appreciation for putting the right financial foundations in place. He continues to draw on this expertise today, advising businesses on mitigating key person risk and succession planning, as well as helping individuals protect their income in the run-up to retirement.
Luke earned a degree in Mathematics, Operational Research, Statistics, and Economics from the University of Southampton and the CII Level 4 Diploma in Regulated Financial Planning. He’s currently working towards becoming a Chartered Financial Planner, driven by his commitment to providing high-quality advice and excellent service.
Known for his methodical nature and clear communication style, Luke is skilled at simplifying complex financial issues. Clients appreciate his honest advice and ability to explain their options in a way that empowers them to make confident decisions.
As a younger adviser, Luke is well placed to provide long-term support for his clients, keeping their financial plans on track all the way through to retirement and beyond.
Outside of work, Luke enjoys a good session of Dungeons & Dragons, skiing with his partner, and musical theatre (though his tenor days are far behind him). He’s always open to recommendations to expand his ever-growing board game collection too!
