Luke Martin Dippfs Cemap

Luke Martin is a skilled Wealth Analyst and Trainee Paraplanner at WEALTH at work. With experience in financial planning administration and project management, Luke has a strong background in analyzing portfolios, conducting investment research, and writing suitability reports. Their expertise in pension research and calculations makes him a valuable asset in the industry. Through roles in mortgage services and production line operations, Luke has demonstrated their ability to excel in diverse environments and roles. Their educational background includes a Level 4 Diploma in Regulated Financial Planning, a Level 3 Certificate in Mortgage Advice and Practice, and a BTEC National Diploma in Construction Management.