Luke Lodge

Areas of expertise

Luke specialises in:

Entrepreneurs, Business Owners and Directors

Business Exit

Retirement Planning

Estate Planning, Inheritance Tax and Succession

Tax Efficient Investments

Tax Advantaged Investments (VCT, EIS & BR)

Experience

Luke has over 15 years experience advising HNW's, trusts and corporates on all areas of financial planning. Luke joined Evelyn Partners in 2011 from NFU Mutual where he specialised in providing advice to farmers and the rural community. Luke was appointed Partner in 2018 and is currently part of the senior management team for the Leeds Office.

Notable client work and achievements

Yorkshire Financial Adviser of the Year Finalist - 2020 & 2022

Professional qualifications and memberships

Chartered Financial Planner and Fellow of The Personal Finance Society