Samuel Lukes
DipFA
Over the years the financial industry has changed and it has become clear to me that in order to continue to give my clients the service they deserve, I needed to set up my own Practice.
To achieve this I wanted to find a company that shares my high standards and can support me in offering the very best service to my clients. It quickly became apparent that company is St. James's Place. It was clear to me that St. James's Place share the same passion as me when it comes to looking after clients' financial wellbeing.
Outside of my business, I enjoy spending time with my friends & family. I love sport and try to keep active in my spare time.
Charity is also important to me and I regularly participate in charity events. Most recently I was involved in a charity football match which raised money for Demelza, a charity specialising in hospice care for children.
About
Prior to establishing Willow Bay Financial Partners with St. James's Place, I spent 18 years working in the banking sector with clients from Lloyds bank PLC, Alliance & Leicester, Santander and Nationwide Building Society. During this time I have helped many clients achieve their financial goals whether it be wealth creation or safeguarding their financial future.
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.
