Speak to a team member now

0800 029 1110

or

Luke Lumbis

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Yorkshire

Covers

East Riding of Yorkshire , North Yorkshire , West Yorkshire

Luke Lumbis

Independent Financial Adviser

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.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Yorkshire

Covers

East Riding of Yorkshire , North Yorkshire , West Yorkshire

Send an email to Luke Lumbis

*