Independent Financial Adviser
More information

Qualifications

DipPFS

Location

Based in: 
Wakefield
Covers: 
West Yorkshire
North Yorkshire
East Riding of Yorkshire

Luke Lumbis

About me

Following a successful stint in the property industry specialising in the investment and management of buy-to-let properties, I decided to broaden my approach and now offer holistic financial advice including pensions, investments, protection and estate planning. 

If you wish for your money to be invested in a way to have a more positive impact on the wider environment I can also advise on Environmental, social, and governance (ESG) investments and Impact Investments.

I collaborate with my clients to help them meet their goals in a way that suits them. Trust underpins everything I do, transparency and education will always form part of my offering ensuring you are always fully informed and most importantly understand everything you are doing with your money.

We can conduct secure online and telephone consultations, providing you with the same excellent service as meeting in one of our offices. Find out more