L C Wealth Management - Bishop's Stortford

Derek F.

Luke has been our financial advisor for a number of years now. His extensive knowledge and sound advice has always been offered in a most professional and personal manner and he has guided us very effectively since our retirement. He explains all aspects of our needs clearly in personal face to face meetings and also on line should the need arise. We hope to work with him for many years to come and would recommend his services without hesitation.

Janet B. P.

Luke has advised me about my finances for nearly 10 years now and I have been very happy with his services.
I have recommended him to many of my friends as I was 100% sure he would give them good advice. I know that they are very grateful that they now have Luke as their Financial Advisor.
He is so knowledgeable and explains things in a patient way and is very generous of his time.
He seems a totally genuine person and tries to get the best for you.
I am so happy that I have Luke looking after my finances and trust him implicitly.

Janis P.

I met Luke three years ago after my husband died. I was worried about my financial future. Luke was so helpful and kind to me. He gave me really good advice, explained everything clearly and in a way that I was able to understand. This gave me confidence and peace of mind. Luke is really invested in his clients and genuinely wants to give help and support. I meet with him annually and am pleased to be able to catch up, listen to his advice and move forward. Luke is a genuine, nice person and I enjoy or meetings and conversations.

Philip B.

Following the retirement of our previous financial adviser Luke proved to be very knowledgeable, explained our options with great care and in a friendly manner. There is no hard sell, Luke explains financial matters in a clear way and at the same time listens carefully to our needs and wishes. He is always objective and has our best interests in mind, overcoming any concerns we may have had.
Luke has proved trustworthy, recommends what is good for us, which may not always be in his best interests and genuinely cares that we get the advice we need.
I can thoroughly recommend Luke for anyone looking who needs reliable investment and financial planning advice.

Ann S.

Luke was recommended to me by an old friend.  I had recently moved and had some money to invest from downsizing.  After that first meeting with Luke I felt very confident that he was giving me the advice I needed. He explained everything clearly, leaving me with no concerns.  Also, he is a thoroughly nice guy.  So easy to talk with. It was very enjoyable spending time with him. I felt reassured that he would be acting in my best interests.
I highly recommended him to anyone who needs some investment advice.

Samantha W.

Luke has been known to our family for over 18 years. Since becoming our financial advisor he has managed several aspects of our family business finances, including personal pensions.

We are truly appreciative of his extensive knowledge in the financial sector; he consistently prioritises our best interests by providing exceptional advice and suggestions to improve our financial situation.

As a family business, Luke has primarily advised and developed a strong relationship with our parents. Their trust in his financial expertise has allowed my sister and me to cultivate a solid and comfortable working relationship with him. Luke always takes the time to thoroughly explain every aspect of the advice he offers, highlighting the benefits for our family. His interpersonal skills are outstanding, and he makes a conscious effort to get to know each of his clients personally.

This trusting relationship allows Luke to tailor his guidance to meet our specific needs, helping us plan for the future of our business and finances in a way that aligns with our goals.

We would highly recommend Luke's services to anyone who would like honesty, transparency and great financial advice.

Jan

We met with a couple of other financial advisors before deciding on Luke and have never regretted our decision. Luke did not rush us to sign up, he answered all our questions and gave us space to come to our own conclusions.
Luke is supportive, approachable and provides sensible, empathetic and knowledgeable advice, he has a passion for his job and our pension portfolio has grown under his care.

Tricia G.

Luke has been managing our finances for about ten years now. This has been an unstable time financially out there. Luke has negotiated this for us in an informed and careful way.
He has always kept us fully informed and discussed all necessary actions. We trust him entirely and feel that he has our interests and wellbeing at heart.
We have little understanding of the complexities of the financial world. Luke always tries to make clear to us all the options and potential decisions that need to be made. ( with great patience!) He is easy to work with and a very friendly and supportive presence, who we will continue to trust as we get older and our situation and needs shift and change with increasing age. I feel that Luke has the necessary understanding and experience to help in whatever ways are needed.