My career in finance began in 2017 when I joined St. James's Place as part of Samuel Lukes Wealth Management. In the early part of 2025, I helped to oversee the merger of this Practice with Tait Financial Services, to become Willow Bay Financial Partners Ltd.

Prior to SJP, I have held a range of different jobs, including working in the health and fitness sector as a personal trainer, in the care community within assisted living accommodation, and in the civil service as a Regional Management PA at the Forensic Science Service.

Being part of Willow Bay Financial Partners has allowed me to bring my skills and experience to a business which aligns with my morals of helping people to improve their lives, and being there when our clients need us.

Outside of the office, I am kept busy by my two young daughters, who enjoy nothing more than going on family days out visiting animals, and little adventures on our local woods to look for fairies! I am also the proud owner of 2 dogs, 3 cats and at present a family of seagulls... along with any other wildlife that frequents my garden, of which there is plenty!

In my spare time I enjoy going on long walks, eating out with my friends and family and watching live music. I also enjoy going to the gym, running, and my ongoing volunteer work as a puppy trainer at my local dog club.

Meet the Team

Samuel Lukes

Financial Adviser

James Tait

Financial Adviser

Georgia Murdoch

Financial Adviser

Carla Lukes

Practice Manager

Rob Greaves

Business Manager

Rachel Smith

Operations manager

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