Luke Connell MScF FPFS DipCII CeFA

Experience

• 

  Carter Lemon Camerons LLP

  Jan 1998 - Aug 1999

  Accounts/Office Junior
• 

  HSBC Bank UK

  Sept 1999 - Jul 2013

  I offered financial planning advice to businesses and those behind them. This covered commercial financial planning needs including business protection, employee benefits, commercial investments as well as Directors and personal retirement planning, personal investments, personal protection and other financial advisory matters. I started as a Trainee Adviser with HSBC and once I had gained the full qualifications in January 2004. I was promoted and enjoyed 5 fantastic years gaining valuable experience in the wealth management arena dealing with mortgages, savings and investments, retirement planning, protection and estate planning.

  • Commercial Financial Adviser

    Jan 2008 - Jul 2013

  • Financial Planning Manager

    Apr 2002 - Dec 2007

  • HSBC Personal Banker

    Sept 1999 - Apr 2002
• 

  Metropolitan Police

  Sept 2007 - Sept 2009

  Special Police Constable

  I worked as a volunteer Police Officer for 2 years. I worked with other Specials as well as integrated within regular departments. I chose this life experience as I had wanted to do something where I could give to the community whilst improving my life skills. During this time I learned a lot about myself and the world and gained invaluable experience in the school of life.

• 

  L C Wealth Management Limited

  Sept 2013 - now

  Chartered Financial Planner

  My priority is to establish and maintain trusted, long term relationships with my clients. I believe that the key to success is the philosophy of providing ongoing, accessible, and honest advice, not one-off sales. So many advisers lose contact with their clients after the first sale and fail to maintain an ongoing relationship, which is so important.I offer all of the usual personal financial services you would expect from an established provider, including:Advice and guidance on new and existing investments.Reviewing retirement plans and existing pension arrangements.Protecting clients’ families from the effects of Inheritance Tax.Advice on protecting you and your family, against financial risks.Inheritance tax planning, including the use of trusts and business relief planning.I also advise companies on various corporate financial matters, from shareholder protection and agreements to business investments and tax efficiency.Through the distinguished St. James's Place brand, our clients benefit from their distinctive approach to investment management where they engage the services of a number of carefully selected and monitored, external fund managers. Not to mention the whole of market approach to protection.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Trusts are not regulated by the Financial Conduct Authority. Show less