Luke Handley
Private Wealth Advisor at deVere & Partners Switzerland SA- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Eleanor Darcy
It has been a real pleasure to work closely with Luke over the last year in which he facilitated, indeed orchestrated, what was for me a significant property investment that I had no idea I could achieve at this time. From the initial proposal that he prepared and presented, through property selection and financing options, all the way to completion and tenanting, Luke did not miss a beat. He managed all my concerns with very patient and mature communication. Moreover, he very effectively managed the large network of players that are involved in such investments to keep everyone on track, and he addressed any roadblocks swiftly and efficiently. This deal for me was based on leveraging existing property and obtaining finance for the new ones and it needs to be noted that this was done throughout the summer of 2022 against the backdrop of significant upheaval in the mortgage industry. Without Luke’s tenacity and absolute client focus to push completions over the line the returns would have been reduced. I would recommend Luke to anyone wanting to expand their portfolio. He’s innovative, very professional but also very personable. I very much appreciate what he has done for me.
Justin Hambloch
I relocated to Switzerland from the UK in 2020 and was lucky enough to make contact with Luke and the DeVere team shortly after my arrival. I had some concerns regarding my UK pensions and was looking for support and guidance on how best to progress with my inquiries. Luke has been wholly supportive throughout the whole process. He has provided valuable insight, professional guidance and more importantly has been committed to all of my many questions and queries. Luke has a real "can do" attitude and makes the whole process feel personal and simple. He responds timely, he provides options, he chases up effectively and he gives the personal touch you would expect from this brand. I would definitely recommend Luke and feel he is a valuable asset to the DeVere Swiss team.
simon reeves
Luke has advised me well over a number of years now . He is very responsive , clear in his recommendations and takes time to understand my circumstances in detail to tailor the most appropriate solutions for me and my family.I recommend him highly
Eleanor Darcy
It has been a real pleasure to work closely with Luke over the last year in which he facilitated, indeed orchestrated, what was for me a significant property investment that I had no idea I could achieve at this time. From the initial proposal that he prepared and presented, through property selection and financing options, all the way to completion and tenanting, Luke did not miss a beat. He managed all my concerns with very patient and mature communication. Moreover, he very effectively managed the large network of players that are involved in such investments to keep everyone on track, and he addressed any roadblocks swiftly and efficiently. This deal for me was based on leveraging existing property and obtaining finance for the new ones and it needs to be noted that this was done throughout the summer of 2022 against the backdrop of significant upheaval in the mortgage industry. Without Luke’s tenacity and absolute client focus to push completions over the line the returns would have been reduced. I would recommend Luke to anyone wanting to expand their portfolio. He’s innovative, very professional but also very personable. I very much appreciate what he has done for me.
Justin Hambloch
I relocated to Switzerland from the UK in 2020 and was lucky enough to make contact with Luke and the DeVere team shortly after my arrival. I had some concerns regarding my UK pensions and was looking for support and guidance on how best to progress with my inquiries. Luke has been wholly supportive throughout the whole process. He has provided valuable insight, professional guidance and more importantly has been committed to all of my many questions and queries. Luke has a real "can do" attitude and makes the whole process feel personal and simple. He responds timely, he provides options, he chases up effectively and he gives the personal touch you would expect from this brand. I would definitely recommend Luke and feel he is a valuable asset to the DeVere Swiss team.
simon reeves
Luke has advised me well over a number of years now . He is very responsive , clear in his recommendations and takes time to understand my circumstances in detail to tailor the most appropriate solutions for me and my family.I recommend him highly
Eleanor Darcy
It has been a real pleasure to work closely with Luke over the last year in which he facilitated, indeed orchestrated, what was for me a significant property investment that I had no idea I could achieve at this time. From the initial proposal that he prepared and presented, through property selection and financing options, all the way to completion and tenanting, Luke did not miss a beat. He managed all my concerns with very patient and mature communication. Moreover, he very effectively managed the large network of players that are involved in such investments to keep everyone on track, and he addressed any roadblocks swiftly and efficiently. This deal for me was based on leveraging existing property and obtaining finance for the new ones and it needs to be noted that this was done throughout the summer of 2022 against the backdrop of significant upheaval in the mortgage industry. Without Luke’s tenacity and absolute client focus to push completions over the line the returns would have been reduced. I would recommend Luke to anyone wanting to expand their portfolio. He’s innovative, very professional but also very personable. I very much appreciate what he has done for me.
Justin Hambloch
I relocated to Switzerland from the UK in 2020 and was lucky enough to make contact with Luke and the DeVere team shortly after my arrival. I had some concerns regarding my UK pensions and was looking for support and guidance on how best to progress with my inquiries. Luke has been wholly supportive throughout the whole process. He has provided valuable insight, professional guidance and more importantly has been committed to all of my many questions and queries. Luke has a real "can do" attitude and makes the whole process feel personal and simple. He responds timely, he provides options, he chases up effectively and he gives the personal touch you would expect from this brand. I would definitely recommend Luke and feel he is a valuable asset to the DeVere Swiss team.
simon reeves
Luke has advised me well over a number of years now . He is very responsive , clear in his recommendations and takes time to understand my circumstances in detail to tailor the most appropriate solutions for me and my family.I recommend him highly
Eleanor Darcy
It has been a real pleasure to work closely with Luke over the last year in which he facilitated, indeed orchestrated, what was for me a significant property investment that I had no idea I could achieve at this time. From the initial proposal that he prepared and presented, through property selection and financing options, all the way to completion and tenanting, Luke did not miss a beat. He managed all my concerns with very patient and mature communication. Moreover, he very effectively managed the large network of players that are involved in such investments to keep everyone on track, and he addressed any roadblocks swiftly and efficiently. This deal for me was based on leveraging existing property and obtaining finance for the new ones and it needs to be noted that this was done throughout the summer of 2022 against the backdrop of significant upheaval in the mortgage industry. Without Luke’s tenacity and absolute client focus to push completions over the line the returns would have been reduced. I would recommend Luke to anyone wanting to expand their portfolio. He’s innovative, very professional but also very personable. I very much appreciate what he has done for me.
Justin Hambloch
I relocated to Switzerland from the UK in 2020 and was lucky enough to make contact with Luke and the DeVere team shortly after my arrival. I had some concerns regarding my UK pensions and was looking for support and guidance on how best to progress with my inquiries. Luke has been wholly supportive throughout the whole process. He has provided valuable insight, professional guidance and more importantly has been committed to all of my many questions and queries. Luke has a real "can do" attitude and makes the whole process feel personal and simple. He responds timely, he provides options, he chases up effectively and he gives the personal touch you would expect from this brand. I would definitely recommend Luke and feel he is a valuable asset to the DeVere Swiss team.
simon reeves
Luke has advised me well over a number of years now . He is very responsive , clear in his recommendations and takes time to understand my circumstances in detail to tailor the most appropriate solutions for me and my family.I recommend him highly
Credentials
-
R05 - Financial Protection
Chartered Insurance InstituteJan, 2021- Nov, 2024 -
R01 - Financial Services, Regulation & Ethics
Chartered Insurance InstituteNov, 2020- Nov, 2024
Experience
-
deVere & Partners Switzerland SA
-
Financial Services
-
1 - 100 Employee
-
Private Wealth Advisor
-
Mar 2018 - Present
I specialise in working with individuals based in Switzerland & across Europe reviewing their financial planning, retirement objectives, and tax efficiency. Through my experience and qualifications, I have gained a firm stance at deVere Switzerland which has enabled me to expand my knowledge and importantly transform clients' financial positions. I work with Private Clients and Corporations.Working as an independent Wealth Advisor based in Switzerland for a highly regulated Financial Services Company has allowed me to understand how cross-border financial planning is never simple and that it is crucial whenever you receive financial advice to ensure all scenarios are considered. I advise on the following:UK Pension AdviceSwiss Pension TransfersRepatriation Strategies from Switzerland to specifically (UK, South Africa, America, Australia and Mainland Europe) International Pension AdviceInheritance Tax PlanningRegular Savings PlanningAsset Management AdviceInvestment AdviceForeign ExchangeUK Property InvestmentCapital Raising through Debt Instruments Security Backed Lending
-
-
Senior Client Relationship Manager & HNW Property Investment Specialist
-
Mar 2018 - Jan 2023
Part of the senior wealth management team, I serviced existing clients as their main point of contact with their financial portfolios as well as bringing new clients on board through business development.I provided full support to the senior wealth managers in growing and retaining their client base through extensive research on existing and prospective clients. Much of the analysis was focused on macro-economic strategies within our investment platforms and setting up retirement strategies; ensuring clients were protecting their wealth as well as maximizing growth potential. In addition, I spend time working within the advisory department, providing solutions for former UK ex-pats including advice and valuations on frozen/ deferred UK pensions and assisting clients on understanding all international options.
-
-
-
Jardine Motors Group
-
United Kingdom
-
Automotive
-
700 & Above Employee
-
Executive Sales Specialist
-
Mar 2017 - Mar 2018
I managed the financial proposals and the P&L of the Sales Team. I managed the financial proposals and the P&L of the Sales Team.
-
-
-
SECKFORD HALL HOTEL & SPA
-
United Kingdom
-
Hospitality
-
1 - 100 Employee
-
Head of Corporate Events
-
Aug 2014 - Feb 2017
-
-
Education
-
-
Suffolk One
Community
