Samuel Luke | Amazon Specialist Financial Advisor

Many high-earning Amazonians feel like they should be in control of their finances… But behind the scenes, it’s a different story: • RSUs vanish to tax, and no one explains why • Pensions sit in default funds, misaligned and underperforming • Cash piles up, but there’s no clear investment strategy • And retirement feels more like a gamble than a plan I help UK-based L6+ Amazonians turn complex Building a foundation of trust is paramount to my approach. By actively listening and understanding my clients' values and objectives, I create a custom strategy that addresses their financial concerns and aspirations. My expertise includes: • Holistic financial planning • Pension and retirement planning • Investment management • Tax planning and mitigation • Inheritance and estate planning • Insurance and protection solutions • Cash flow modelling I hold an CII Diploma in Regulated Financial Planning, CII Certificate in Discretionary Investment Management, maintain St. James Place certifications, and am a member of Chartered Insurance Institute. With the backing of a FTSE 100 listed wealth management institution, I provide comprehensive advice and ensure that my clients' finances are well-protected, enabling them to focus on their personal and professional lives. My Approach: • Start with an initial conversation to determine how I can best assist you and schedule our first meeting. • Conduct a thorough and confidential review of your current financial situation to gain insight into your objectives and priorities. • Follow up with a second meeting to discuss a tailored financial plan and explain how specific areas of this plan align with the goals and preferences we identified earlier. If you are seeking a financial adviser who is dedicated to helping you achieve financial peace of mind and growth, I would be delighted to offer you a no-obligation financial review. Please feel free to contact me to discuss your goals and how I can assist you in reaching them.