Luke Robertson-Jones
DipPFS
• Luke holds the full Diploma in Regulated Financial Planning from the Chartered Insurance Institute.
• Enjoys helping with end-to-end tax-engineered retirement, investment and protection planning.
• Outside of the office, Luke is passionate about exercise and the outdoors.
• Luke is currently training for his first ultramarathon as part of a charity fundraising effort for Dementia UK, alongside one of his childhood friends.
Addresses
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.
