Luke Harris — Independent Financial Advisor in Caterham
About Luke Harris
Luke Harris 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.
Services
- Retirement planning
Specialisations
- Retirement Planning
- Inheritance Tax Planning
- investment Management
- Trust Planning
- Tax Planning
- Business & Exit Planning
- Holistic Financial Planning
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
Regulation
Luke Harris is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Luke Harris a regulated financial advisor?
Yes. Luke Harris is FCA-verified and authorised under Wingate Financial Planning, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Luke Harris offer?
Luke Harris offers Retirement planning.
Where is Luke Harris based?
Luke Harris is an independent financial advisor based in Caterham, serving the BN, GU, ME, RH, TN, SE, SW, BR postal areas.
Does Luke Harris offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Luke Harris directly through their Trusted Advisor profile.
What qualifications does Luke Harris hold?
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 Insuran
How do I book a meeting with Luke Harris?
You can book a free initial consultation with Luke Harris directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.