Luke Kauntze

My priority is to help my clients achieve their financial goals in a tax efficient way, whilst looking to generate the best investment returns from their assets. I work closely with each client to build a tailored financial plan, based on their current position and financial goals, which will deliver the best outcome for their present and future needs. I then implement that plan, investing their funds according to their risk profile and investment preferences. Looking after both International and UK private individuals, I concentrate on their personal investments, pensions, ISAs, offshore bonds and family trusts, specialising in the management of multi-asset investment portfolios. This includes utilising both onshore and offshore investment platforms. My primary focus has and will always be to provide an excellent service to my clients and their professional advisers.