Samuel Luke Email
Independent Financial Advisor @ Westminster Wealth Management
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Samuel Luke Location
- England, United Kingdom
Samuel Luke Work
- 2024 -now Independent Financial Advisor @
- 2023 -2024 Wealth Management Consultant (CAS Status) @
- 2023 -2023 Wealth Management Consultant @
- 2022 -2023 Wealth Management Associate @
- 2022 -2022 Business Development Manager @
- 2021 -2022 Negotiator @
- 2021 -2021 Trainee Negotiator @
Samuel Luke Education
- Chartered Insurance Institute
(CII Level 4 Diploma in Regulated Financial Planning)
2022-2023 - Chartered Insurance Institute
(RO2 - Investment Principles and Risk)
2022-2022 - Chartered Insurance Institute
(RO4 Pensions and Retirement Planning)
2022-2022 - Chartered Insurance Institute
(RO3 Personal Taxation)
2022-2022 - Chartered Insurance Institute
(RO1 Regulation and Ethics)
2022-2022 - Chartered Insurance Institute
(RO5 Financial Protection)
2022-2022 - Chartered Insurance Institute
J10 (Discretionary Investment Management)
2022-2022 - Chartered Insurance Institute
Certificate in Discretionary Investment Management (Investment Management)
2022-2022 - Chartered Insurance Institute
RO6 Financial Planning Practice
- Chartered Insurance Institute
CF6 Mortgage Advice
Samuel Luke Summary
- Samuel Luke, based in England, United Kingdom, is currently a Independent Financial Advisor at Westminster Wealth Management. Samuel Luke brings experience from previous roles at Capital Planning Partners LTD and deVere Group. Samuel Luke holds a 2022 - 2023 Chartered Insurance Institute. Samuel Luke has 1 emails on RocketReach.
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