Luke Challis

Financial Advisor at Heritage Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Broadstone, England, United Kingdom, GB
Skills

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Bio

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Experience

  • Heritage Investments
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2022 - Present

      Providing advice on pensions, investments, estate & long term care planning.https://www.heritageinvestments.co.uk/01202 332334 Providing advice on pensions, investments, estate & long term care planning.https://www.heritageinvestments.co.uk/01202 332334

  • Unique Financial Planning
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2021 - Jun 2022

      Dip PFS, Cert Cii MP Dip PFS, Cert Cii MP

  • Elite Financial & Mortgage Services Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Advisor
      • Sep 2017 - Jun 2022

      Cert Cii (MP) - Member of the chartered institute of mortgage practitioners Cert Cii (MP) - Member of the chartered institute of mortgage practitioners

  • LV=
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Protection Advice Team Manager
      • Oct 2015 - Sep 2017

    • Protection Advisor
      • Oct 2013 - Sep 2015

    • Direct Life sales agent
      • Nov 2009 - Oct 2013

  • LV=
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • General Insurance Sales Agent
      • Mar 2007 - Sep 2009

Community

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