Senior Partner Practice of St. James's Place Wealth Management
Luke joined the Anderson Financial Management team in April 2018 as our Apprentice Practice Administrator after completing his A Levels. Luke is currently studying for a Business Administration qualification through the Government Apprenticeship Scheme.
As our Apprentice Practice Administrator, Luke supports the Client Service Team with client queries, incoming correspondence and will ensure our advisers are prepared for their client meetings. Luke provides invaluable support to the advisers and team.
In addition to the apprenticeship scheme, Luke is also currently working towards the St. James's Place Partnership Support Staff Partner PA qualification in order to further his knowledge and skills in financial services.
Contact Luke Allen - Client Services Team Administrator
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.
Anderson Financial Management Ltd is registered in England and Wales, Number 7990416. Registered Office: Saville Court, 10-11 Saville Place, Bristol, BS8 4EJ.