Samuel Luke
Independent Financial Advisor at Westminster Wealth Management | Surrey, England, United Kingdom
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Independent Financial Advisor at Westminster Wealth Management in April 2024 to Present
Wealth Management Consultant (CAS Status) at Capital Planning Partners LTD in December 2023 to February 2024
Wealth Management Consultant at Capital Planning Partners LTD in May 2023 to December 2023
Wealth Management Associate at Capital Planning Partners LTD in August 2022 to December 2023
Business Development Manager at deVere Group in January 2022 to June 2022
Negotiator at Seymours Camberley in October 2021 to January 2022
Trainee Negotiator at Seymours Camberley in May 2021 to October 2021
Various Positions Across in Customer Service & Hospitality at Various in June 2013 to June 2019
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Chartered Insurance Institute, RO2 - Investment Principles and Risk, January 2022
Bournemouth University, Level 4, January 2020 to January 2021
Godalming College, A Levels, January 2017 to January 2019
Chartered Insurance Institute, RO4 Pensions and Retirement Planning, January 2022
Chartered Insurance Institute, RO3 Personal Taxation, January 2022
Chartered Insurance Institute, RO1 Regulation and Ethics, January 2022
Chartered Insurance Institute, RO5 Financial Protection, January 2022
Chartered Insurance Institute, J10, January 2022
Chartered Insurance Institute, Certificate in Discretionary Investment Management, January 2022
Chartered Insurance Institute, CII Level 4 Diploma in Regulated Financial Planning, January 2022 to January 2023
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Investment Management
Wealth Management Services
Paraplanning
Legal Compliance
Pensions
Insurance
Corporate clients
Private Clients
Family Wealth Management
Private Wealth Management
Financial Advisory
Financial Consulting
Business Consulting
Trusts
Retirement Planning
Investment Planning
Protection Planning
Financial Advice
Personal Pensions
Financial Planning
Problem solving
Business Development
Analytical Skills
Microsoft Excel
Teamwork
Microsoft Office
Consulting
Return on Investment Analysis
Residential Investment Property
Residential Mortgages
Tax Planning
Cold Calling
LinkedIn
Customer Service
Real Estate
Income Properties
Negotiation
Client Services
Administration
Real Estate Investment
Working Internationaly
Investments
Working with Investors
Communication
Sales
Finance
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Discover more about Westminster Wealth ManagementWhat is Samuel Luke email address?
Email Samuel Luke at [email protected]. This email is the most updated Samuel Luke's email found in 2026.
How to contact Samuel Luke?
To contact Samuel Luke send an email to [email protected].
What company does Samuel Luke work for?
Samuel Luke works for Westminster Wealth Management
What is Samuel Luke's role at Westminster Wealth Management?
Samuel Luke is Independent Financial Advisor
What is Samuel Luke's Phone Number?
Samuel Luke's phone +44 ** **** *878
Samuel Luke Email Addresses
Samuel Luke Phone Numbers
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