Meet the Team

Luke has worked in financial services since 1999 and brings a wealth of experience in helping clients navigate complex financial matters. Over the years, his work naturally led him toward inheritance tax planning, which became his primary focus. 

In 2016, this expertise expanded into drafting wills and powers of attorney, and he now specialises in all areas of estate planning - including wills, will trusts, LPAs, and probate.

Luke enjoys meeting clients and guiding them through important life decisions. He firmly believes there is no one‑size‑fits‑all approach to estate planning; every client receives a bespoke solution tailored to their individual needs.

Outside of work, Luke is an enthusiastic golfer and is currently on a personal mission to complete the top golf courses across Great Britain and Ireland. He is also passionate about cooking and loves spending time with his family.

Craig has worked in financial services since 2008 and has extensive experience helping clients with pensions, retirement planning, investments, mortgages, and protection. He is passionate about providing clear, practical advice and helping individuals and families make informed financial decisions with confidence.

Craig believes in building long-term relationships with clients, taking the time to understand their goals and delivering tailored solutions to help them achieve financial security both now and in the future.

Outside of work, Craig enjoys playing golf, following a variety of sports and spending quality time with his wife and two sons.

Valerie joined Luke three years ago and has quickly established herself as an exceptional administrator, known for her efficiency, attention to detail, and genuine care for clients. She has built strong relationships across the client base and is always willing to go the extra mile to ensure every client’s needs are met.

Outside of work, Valerie loves cooking and spending time with her family and friends. She is also a devoted dog lover, and her enthusiasm for animals is well known among those who work with her.