Luke Dunbar
Financial Adviser
FCA reference number: LXD17143
With over a decade of experience at Hargreaves Lansdown, I have assisted a wide variety of clients in breaking down complex financial issues and providing easy to understand solutions. It gives me great satisfaction helping clients achieve their financial objectives and aspirations.
With over a decade of experience at Hargreaves Lansdown, I have assisted a wide variety of clients in breaking down complex financial issues and providing easy to understand solutions. It gives me great satisfaction helping clients achieve their financial objectives and aspirations.
Expertise
Financial planning Pensions and retirement planning Investment management Estate planning and inheritance tax planning Trusts
Qualifications
- Advanced Diploma in Financial Planning
Region and method of advice
Based in Bristol, I can provide in-person meetings with clients in the surrounding area. However, I predominantly work with clients over the phone or video call to accommodate different preferences for those who live outside this catchment.
Based in South West
In-person meetings
Phone and Video call
Region and method of advice
Based in Bristol, I can provide in-person meetings with clients in the surrounding area. However, I predominantly work with clients over the phone or video call to accommodate different preferences for those who live outside this catchment.
Approach and experience
My approach is to put you, my client, at ease so I can understand your needs and aspirations allowing me to assess where I can add value.
Financial planning can be intimidating. I will take the time to deconstruct financial concepts into plain language that you can understand. My focus is then on creating meticulous recommendations aligned to your requirements for the long term.
I take great fulfilment in helping my clients feel confident they can achieve their financial goals and use their wealth in the way they want.
Personal interests
Beyond the world of finance, you will find me pushing my fitness. Rarely short of energy, I enjoy exploring the outdoors by bike or by foot whilst taking in the fresh air and views. When taking things slower, I enjoy watching my local football and rugby teams.