3EA utilise the services of Luke Sloman as an Independent Financial Advisor.
Luke works for Truly Independent Ltd., an Independent Financial Advisor authorised and regulated by the Financial Conduct Authority (FCA Ref: 513655). Truly Independent has over 60 IFAs with Assets under Advice of over £1bn.
Truly Independent believes strongly that everyone should have access to financial advice that is not governed or influenced by others and gives their advisers the freedom to research the whole market to get the best deal for their clients.
Based just outside of Cardiff, Luke is CeMAP (Certificate in Mortgage Advice and Practice) qualified and is able to provide you with independent mortgage advice for all of your Residential and Buy to Let mortgage requirements.
As well as providing mortgage advice, Luke is also able to offer advice with Protection policies such as Life Insurance and Critical Illness Cover amongst others.
After making such a large and important property purchase many people need advice and guidance in order to ensure that through a life insurance policy, all or part of their mortgage would be paid off in the event of death, providing security and peace of mind to the family.
Luke also holds the Diploma in Investment Advice through the Chartered Institute for Securities & Investment and is able to provide advice in terms of Pensions and Pension Transfers, as well as other Investments such as ISA and General Investment Accounts, Trusts and Estate Planning.
Luke is married and has a young son and a baby on the way. He loves fitness and football and walks with the family. Please get in touch regarding any of the above areas. Luke would be happy to help.
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