Luke Turner
Private Client Director at AHR Private Clients- Claim this Profile
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Spanish Limited working proficiency
Topline Score
Bio
Milada Fitzgerald BA, DipPFS, EFA
Luke is very talented & tenacious person. Having managed him directly for a number of years, I was always impressed with his professionalism, dedication & determination to the job in hand. He helped my team achieve personal targets & records and is still a key member in many aspects of business development. He would constantly come to me with new ideas for how to improve aspects of the business and would spend his own time researching and implementing these improvements. As a team member he is energetic & a great presence to have in an office. Luke is a 'problem solver' within the company and is often first to assist those in need of help. He takes an active role in training and developing his colleagues, often without being asked. As an adviser I have seen his knowledge and attention to care & detail with his clients develop rapidly. He is very ethically minded & always protects the best interests of his clients.
Saagar Modasia LLB, CFP , EFA
Luke is a dedicated, talented, and passionate adviser. Having worked alongside Luke closely, I have seen firsthand the high level of financial advice he provides to his clients, whilst keeping their best interests at the forefront of everything he does. I'd happily recommend him to anyone who asked.
Sim Deo
Luke’s is an astute, friendly & charming finance professional. Having known Luke since we were young i got to pay witness to how much he thrived within the finance landscape, his knowledge, attention to detail and general charisma is second to none. I know where who i’ll be directing people for wealth management and im sure you will know who too now!
Milada Fitzgerald BA, DipPFS, EFA
Luke is very talented & tenacious person. Having managed him directly for a number of years, I was always impressed with his professionalism, dedication & determination to the job in hand. He helped my team achieve personal targets & records and is still a key member in many aspects of business development. He would constantly come to me with new ideas for how to improve aspects of the business and would spend his own time researching and implementing these improvements. As a team member he is energetic & a great presence to have in an office. Luke is a 'problem solver' within the company and is often first to assist those in need of help. He takes an active role in training and developing his colleagues, often without being asked. As an adviser I have seen his knowledge and attention to care & detail with his clients develop rapidly. He is very ethically minded & always protects the best interests of his clients.
Saagar Modasia LLB, CFP , EFA
Luke is a dedicated, talented, and passionate adviser. Having worked alongside Luke closely, I have seen firsthand the high level of financial advice he provides to his clients, whilst keeping their best interests at the forefront of everything he does. I'd happily recommend him to anyone who asked.
Sim Deo
Luke’s is an astute, friendly & charming finance professional. Having known Luke since we were young i got to pay witness to how much he thrived within the finance landscape, his knowledge, attention to detail and general charisma is second to none. I know where who i’ll be directing people for wealth management and im sure you will know who too now!
Milada Fitzgerald BA, DipPFS, EFA
Luke is very talented & tenacious person. Having managed him directly for a number of years, I was always impressed with his professionalism, dedication & determination to the job in hand. He helped my team achieve personal targets & records and is still a key member in many aspects of business development. He would constantly come to me with new ideas for how to improve aspects of the business and would spend his own time researching and implementing these improvements. As a team member he is energetic & a great presence to have in an office. Luke is a 'problem solver' within the company and is often first to assist those in need of help. He takes an active role in training and developing his colleagues, often without being asked. As an adviser I have seen his knowledge and attention to care & detail with his clients develop rapidly. He is very ethically minded & always protects the best interests of his clients.
Saagar Modasia LLB, CFP , EFA
Luke is a dedicated, talented, and passionate adviser. Having worked alongside Luke closely, I have seen firsthand the high level of financial advice he provides to his clients, whilst keeping their best interests at the forefront of everything he does. I'd happily recommend him to anyone who asked.
Sim Deo
Luke’s is an astute, friendly & charming finance professional. Having known Luke since we were young i got to pay witness to how much he thrived within the finance landscape, his knowledge, attention to detail and general charisma is second to none. I know where who i’ll be directing people for wealth management and im sure you will know who too now!
Milada Fitzgerald BA, DipPFS, EFA
Luke is very talented & tenacious person. Having managed him directly for a number of years, I was always impressed with his professionalism, dedication & determination to the job in hand. He helped my team achieve personal targets & records and is still a key member in many aspects of business development. He would constantly come to me with new ideas for how to improve aspects of the business and would spend his own time researching and implementing these improvements. As a team member he is energetic & a great presence to have in an office. Luke is a 'problem solver' within the company and is often first to assist those in need of help. He takes an active role in training and developing his colleagues, often without being asked. As an adviser I have seen his knowledge and attention to care & detail with his clients develop rapidly. He is very ethically minded & always protects the best interests of his clients.
Saagar Modasia LLB, CFP , EFA
Luke is a dedicated, talented, and passionate adviser. Having worked alongside Luke closely, I have seen firsthand the high level of financial advice he provides to his clients, whilst keeping their best interests at the forefront of everything he does. I'd happily recommend him to anyone who asked.
Sim Deo
Luke’s is an astute, friendly & charming finance professional. Having known Luke since we were young i got to pay witness to how much he thrived within the finance landscape, his knowledge, attention to detail and general charisma is second to none. I know where who i’ll be directing people for wealth management and im sure you will know who too now!
Credentials
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R03 - Personal Taxation
Chartered Insurance InstituteJan, 2020- Oct, 2024 -
R06 - Financial Planning
Chartered Insurance InstituteJan, 2020- Oct, 2024 -
R01 - Financial Services, Regulation & Ethics
Chartered Insurance InstituteJan, 2019- Oct, 2024 -
R05 - Financial Protection
Chartered Insurance InstituteJan, 2019- Oct, 2024 -
R02 - Investment Principles and Risk
Chartered Insurance InstituteJan, 2018- Oct, 2024 -
R04 - Pensions and Retirement Planning
Chartered Insurance InstituteJan, 2018- Oct, 2024 -
Grade 8 Violin
ABRSM -
International Baccalaureate Diploma
International Baccalaureate
Experience
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AHR Private Clients
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Financial Services
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1 - 100 Employee
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Private Client Director
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Jun 2021 - Present
Advising HNW and UHNW individuals and corporations on all aspects of financial planning. Responsible for the UK market as well as international clientele. Head of the repatriation team for overseas clients returning to the UK. With offices in London, AHR Private Clients is the independent private banking arm of AHR Private Wealth a global wealth advisory business. Focusing on bespoke, wealth planning and investment management services to private clients. We work closely with our clients and fellow professionals to tailor strategy and planning to suit our clients' specific needs, aims and objectives. Show less
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