L J Taffetsauffer Wealth Management
Partner Practice of St. James's Place Wealth Management
“I have known Luke for sometime and I know how passionate he is about being able to provide a quality service to clients in everything from simple financial advice to complex wealth management solutions. Luke looks at the overall picture based on your own position or circumstances, then helps you to prioritise what is important to put in place now vs what you may want to consider looking at in the future. He breaks things down and speaks in plain english which helps me get a better understanding of an area that most find difficult to really understand.”
Steven Green, Chaldon, Surrey
“He has a friendly but informative approach. I am particularly impressed that, if contacted in week days, he will respond with a clear unambiguous reply the next day.”
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.