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Luke Allen
Luke Allen
About
Luke is an Associate Financial Adviser at The Private Office, based in Bath and serving clients across the wider region including Bristol, Cheltenham, and Oxford. As an accomplished adviser, he is committed to delivering clear, tailored advice that enables clients to make informed choices about their future.
His expertise spans a broad range of financial matters, with a particular focus on helping clients navigate complex areas such as retirement planning, succession and business owner planning. Having worked in financial services for more than eight years, Luke is deeply passionate about guiding individuals through their financial journeys with absolute clarity.
Since achieving his Diploma in Regulated Financial Planning, Luke has remained focused on advancing his professional expertise and is currently pursuing Chartered status. This dedication to continuous learning further strengthens the extensive technical knowledge and practical skills he has developed throughout his career.
Outside of work, Luke stays active and enjoys making the most of his spare time. A keen footballer, he regularly plays both 11-a-side and 5-a-side matches, thriving on the competitive and team aspects of the game. He is also a keen golfer, and as with all golfers, continues to work on improving his handicap whenever he can!
Areas Of Expertise
- Retirement planning
- Inheritance tax planning
- Financial planning for business owners
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Luke works from our office in Bath and covers areas such as:
Luke Allen locations
Luke Allen map
- Henley-on-Thames
- Gerrards Cross
- Bristol
- Chepstow
- Swansea
- Oxford
- Stroud
- Swindon
- Frome
- Wokingham
- Guildford
- Cheltenham
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Luke's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Diploma qualified financial adviser
- Working in financial services for over eight years
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.