Meet our advisers

Luc Chieffo

Luc Chieffo

Luc Chieffo

Independent Financial Adviser

About me

I am passionate about helping individuals and families across the UK achieve their financial dreams through independent, personalised advice. My approach is all about bespoke holistic planning, covering everything from retirement planning to investment strategies and estate planning.

My journey started as a Business Manager for ultra-high-net-worth and celebrity clients, where I honed my skills in discretion, trust, and exceptional service. This unique experience, combined with comprehensive financial planning training and a deep understanding of UK regulations, means you can count on receiving expert, unbiased advice.

For me, financial planning is more than just numbers; it's about understanding your aspirations and challenges. Together, we'll craft a roadmap tailored to your needs, making finances less daunting and providing clear, actionable advice that empowers you to make confident decisions about your financial future.

When I'm not immersed in finance, you'll find me enjoying fitness, playing golf, and spending quality time with family and friends.

Location

West Midlands