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Goldfinch Financial Planning Limited

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Luke Simpson is a Financial Adviser with over 13years  experience 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.

Outside of advising, Luke is an avid reader and keen runner.  Luke is married with three children Theodore, Emily and Henry.

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).

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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Luke Simpson

Goldfinch Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.