Luke Mortimer-Westbury, FCSI

I have been working with Luke for at least 2 years . Despite an enormous number of challenges thrown at him as my circumstances changed he has always been calm and worked through the issues in a structured way.

He kept his good humour and was totally professional throughout. He always worked towards the best outcomes and was always on hand to answer some good and some crazy questions sometimes more than once.

I would recommend Luke for financial planning especially during a period of change

Luke has proven to be an excellent adviser to me as I explored the various pension options open to me. He took the time to get to know me, my approach to investing and my retirement goals. With his guidance I now have a solution much better suited to my needs. I would recommend a discussion with Luke if you are a British Citizen with a UK final salary pension living abroad.

I had the pleasure of working with Luke in relation to planning and growing my investment portfolio. As an individual working in the wealth management arena, Luke was a member of the team which I ended up doing business with. Luke’s personable approach stands out amongst his peers in relation to his mannerisms and knowledge of both new and existing clients.

Since my first meeting with Luke, I am very satisfied with the information provided and the level of both honesty and professionalism Luke has shown at all times including the quarterly meetings to access and evaluate our portfolio.

I would be more than happy to recommend Luke as an individual I have had the pleasure in doing business with.

Luke has been assisting me for several years and without fail I found him to be efficient, courteous and overall a pleasure to deal with.