Luke Hesketh

I manage multi-asset portfolios and provide comprehensive financial planning advice as part of our Wealth Planning service, working with high net worth families, individuals, trusts, and charities. My approach is tailored to each client’s circumstances, focusing on portfolio construction, asset allocation, and investment management, while also considering appropriate holding structures and tax-efficient strategies.

I work closely with trustees, accountants, and solicitors to deliver integrated investment solutions across all aspects of a client’s financial life. This often includes the investment of excess savings, planning for retirement, or for families undertaking estate planning to mitigate Inheritance Tax.

Our recommendations are supported by our in-house research team, ensuring that each strategy is grounded in high-quality insights and adapted over time as personal circumstances and market conditions evolve. The goal is always to help clients achieve their long-term financial objectives with clarity and confidence.