Luke Lodge
Partner, Chartered Financial Planner @Evelyn Partners
Leeds, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2018 — Present
Partner, Chartered Financial Planner @Evelyn Partners
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Evelyn Partners is a leading UK financial planning and investment management group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with £56 billion of their assets.
SKILLS
Cash FlowInvestmentsPersonal Financial PlanningSavingsDefined BenefitFinancial AdvisoryHolistic Financial PlanningEstate PlanningFinancial ServicesStrategic Financial PlanningAsset AllocationPensionsIncome ProtectionRetirement PlanningDefined ContributionTaxWealth Management ServicesLong-Term CareHigh Net Worth IndividualsInheritance Tax PlanningManagementTrustsWealth ManagementFinanceAsset ManagementCritical IllnessFinancial PlanningRetirementWealth
ABOUT LUKE LODGE
Are you on track to achieve your future goals and aspirations? As a Chartered…
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