Luke Lodge
Partner
Financial planning
Areas of expertise
Luke specialises in:
Entrepreneurs, Business Owners and Directors
Business Exit
Retirement Planning
Estate Planning, Inheritance Tax and Succession
Tax Efficient Investments
Tax Advantaged Investments (VCT, EIS & BR)
Experience
Luke has over 15 years experience advising HNW's, trusts and corporates on all areas of financial planning. Luke joined Evelyn Partners in 2011 from NFU Mutual where he specialised in providing advice to farmers and the rural community. Luke was appointed Partner in 2018 and is currently part of the senior management team for the Leeds Office.
Notable client work and achievements
Yorkshire Financial Adviser of the Year Finalist - 2020 & 2022
Professional qualifications and memberships
Chartered Financial Planner and Fellow of The Personal Finance Society