Sevenoaks Business Directory

Luke Simpson is a Financial Adviser with 13+ years in the UK financial industry, an MBA from IESE Business School, Barcelona and a Diploma in Financial Planning.

After a successful career in banking, Luke was pleased to establish his own financial planning and advice business, Goldfinch Financial Planning Limited, as a partner of M&G Wealth Advice.

Luke is happy to be helping individuals, couples and families achieve financial security and peace of mind, and is skilled across all areas of financial planning, retirement, investments and estate planning. He provides bespoke advice following an in-depth assessment of each client’s financial position, ensuring that investment solutions meet individual client needs.

Quite simply, Luke provides sound, personal and expert advice.

Luke advises on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.

Outside of advising, Luke is an avid reader and keen runner. He moved to Sevenoaks with his wife and three children Theodore, Emily and Henry, having lived in Canary Wharf for six years. He enjoys the arts (particularly music and cinema) and, once the children are older, would like to return to rambling/country walking and travelling (hopefully back to the Maldives one day).