Luke Harris — Independent Financial Adviser 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
- Trust Planning
- Tax Planning
- Business & Exit Planning
- Holistic Financial Planning
- Investment Management
- Pension Planning
Qualifications
Advanced Diploma in Financial Planning (CII) Certificate in Discretionary investment Management (CII) Certificate in Securities Advice and Dealing (CII) Award in Long Term Care Insurance (CII)
Regulation
Luke Harris is FCA-verified (firm: Wingate Financial Planning).
Frequently Asked Questions
Is Luke Harris an FCA-regulated financial adviser?
Yes. Luke Harris is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Luke Harris offer?
Luke Harris offers Retirement planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Luke Harris?
Fees vary depending on the service, the complexity of your situation and the assets involved. Luke Harris will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Luke Harris is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Luke Harris?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Luke Harris directly through the contact form.
Does Luke Harris work with clients outside Caterham?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Luke Harris is based in Caterham but you can confirm preferred meeting locations and video options when you book your initial call.