Meet Luke
Luke Thirlwell BSc APFS CertDIM
Advanced Diploma in Financial Planning | Certificate in Discretionary Investment Management | Certificate in Mortgage Advice | Certificate in Long Term Care Insurance
While in his mid-30s—stereotypically young for a financial adviser—Luke began advising at the age of 24, and as an advice paraplanner prior. This early start has given him over a decade of hands-on experience in helping clients make confident, informed financial decisions.
He holds the Advanced Diploma in Regulated Financial Planning, with a BSc in Economics and Finance to compliment, qualifying him for Chartered Financial Planner status—widely recognised as the gold standard in the profession.
Luke specialises in Investment Planning, Pension and Retirement Planning, Inheritance Tax Planning and Long Term Care advice. He has a passion for building tailored financial strategies and takes pride in supporting clients throughout their financial journey—providing education, clarity, confidence, and peace of mind.
Awards:
- Chartered Status
- CityWire National “Top 35 Under 35” Financial Adviser – 2023
- CityWire National “Top 35 Under 35” Financial Adviser – 2024
Outside of work, Luke enjoys staying active, spending time with his young family (and Teddy the Chow Chow), and is an avid supporter of England and Sunderland football.
ValidPath Support Team
Luke also has access to a comprehensive team of administration, compliance, accounting, and paraplanning professionals through ValidPath—an award-winning, national financial advice network. This team is utilised remotely, allowing Luke to deliver high-quality, well-supported advice while maintaining a personal, local service.
For more information about ValidPath, please click below: