Luke Brooks

Chartered financial planner
Personal financial planning
T: 020 7131 4132
E: luke.brooks@smith.williamson.co.uk

Luke joined Smith & Williamson in 2005 after attaining the Advanced Financial Planning Certificate (AFPC) qualification.

He is a member of the Personal Financial Planning team and Luke advises company directors, partners of law firms, investment professionals and other private clients on their financial planning needs, specialising in pension funding and retirement planning.

Since 2005 Luke has completed the new Advanced Diploma in Financial Planning and has been granted Chartered Financial Planner status following distinctions in several of the exams, including Pension Funding Options, Investment Planning and Pension Planning.

Luke has numerous accolades to his name including the London Insurance Institute’s Advanced Diploma in Financial Planning prize for achieving the highest average score of all candidates in 2008.  In 2009 he was named as one of the Top 35 Under 35 Private Client Practitioners (Private Client Practitioners magazine) and one of the Top 100 “Up & Coming” Individuals in Private Wealth Management (Citywealth 2010 edition of Citywealth Leaders List).

Luke is an Associate member of the Personal Finance Society and the Chartered Insurance Institute, and is authorised by the FSA to give investment advice.