Hi, I’m Luke Comerford! I’m a CII Level 4 Qualified adviser, have several years of experience in financial services, and am looking forward to the many more years still ahead of me.So far, I’ve helped hundreds of clients identify their financial vulnerabilities and arrange tailored plans to protect against them.For businesses, this includes:• Ensuring they remain profitable if a key person dies or becomes seriously ill• Allowing surviving shareholders to retain control of their business, and provide for the deceased’s family, should any shareholder die• Giving business owners access to tax-efficient life cover though their company to provide for their familiesFor individuals, this includes:• Ensuring any mortgages/debts are cleared in the event of death or serious ill health• Providing for children and/or a surviving spouse in the event of death• Replacing their income, should they become unable to work due to sickness or injuryArranging new insurance plans can be an overwhelming process for the uninitiated, considering the vast number of options that are available. I aim to cut through the noise, guide clients through every step of the journey, and fully understand what their cover does.As part of my advice process, I help:• Calculate how much cover is required, if any• Recommend the most appropriate provider based on both price and policy features• Set up policies in trust where applicable, avoiding unnecessary inheritance taxI also review existing policies for clients, whether you’re looking to reduce costs or find something more comprehensive.When I’m not in the office, you might find me competitively arguing with my friends over a board game, geeking out over musicals with my partner, or making a fool out of myself on a pair of skis!If you’re looking to work with me and the team at Engage Wealth Management, you can:✉️ Email Me: luke@engagewm.co.uk🎦 Book a Zoom Call: calendly.com/luke-comerford/30-min-zoom🌐 Visit our Website: engagewm.co.uk