Luke Brooks
Professional Biography
I'm the person that they turn to as they make financial decisions and face life’s challenges.
How do you describe what you do?
I work with individuals and families to devise and execute tax-efficient financial planning and investment management strategies. Every client is different and each plan reflects their circumstances, personal preferences and financial goals.
What's next for you professionally?
Whilst working with my clients will always be the most rewarding part of my job, I am part of the senior leadership team and am enjoying our work on enhancing our financial planning and investment management services that we offer our clients.
How did you start off in your career?
I joined the Graduate scheme at Kingston Smith in 2002. There was one spot available in the financial planning team and, given that sounded more interesting than accountancy, I took it. I joined Evelyn on qualification in 2005 and never looked back!
What's your area of expertise?
My experience encompasses advising entrepreneurs, C-suite directors, partners of accountancy and law firms, and investment professionals. Each profession brings its financial quirks but the thread that runs throughout is a drive for excellence.
What's your favourite thing about your role?
Working with individuals and families on their financial affairs is a privileged position that I take seriously. I strive to become their ‘trusted adviser’ - the person that they turn to as they make financial decisions and face life’s challenges.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Associate of the Personal Finance Society
- Associate of the Chartered Insurance Institute
- FCA authorised to give investment advice
- CF8 qualified to provide specialist advice on long-term care needs.