Luke is a highly competent, industrious and efficient trainee paraplanner. Factoring in both his superb research skills and his aptitude for analysis, Luke is a greatly respected member of the team.
Tasked with the day-to-day smooth running of the back office, Luke assists with and provides support for all administrative duties. As a trainee paraplanner, he is responsible for all new business processing, income matching, collating and providing management information, and for organising future planning meeting with clients on behalf of our financial advisers. Luke always has ready access to whatever information the team needs.
With over 10 years’ experience working for both providers and advisers, Luke has previously worked for Bellpenny, Axa Wealth, Elevate and Winterther Life. Having now settled upon specialising in the ‘Adviser’ side, Luke’s drive and determination are set to see him become a qualified Paraplanner in the not too distant 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 our 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 Lewis Brownlee team.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: firstname.lastname@example.org | www.lewisbrownleefinancial.co.uk
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000