Luke is a highly competent, industrious and efficient Paraplanner. Factoring in both his superb research skills and his aptitude for analysis, Luke is a greatly respected member of the team.
As a Paraplanner, Luke is tasked with the day-to-day smooth running of paraplanning operations, he works closely with our Financial Advisers to produce our client’s financial planning recommendations in the form of a suitability report and completes the preceding in depth research and analysis.
With over 12 years’ experience working for both financial services providers and advisers, Luke has previously worked for Winterther Life, Axa Wealth, Elevate and Bellpenny and Lewis Brownlee. Having now settled upon specialising in the ‘Adviser’ side, Luke’s drive and determination make him one to watch for the future.
Thriving on delving deeper into information and with a real thirst for learning, Luke is always willing to go the extra mile to ensure clients’ interests are at the centre of everything the company does. As such, both clients and colleagues alike consider him a real asset to the Progeny team.