Luke Pickles

DipPFS

Luke joined Atherton and Associates in 2025 as a Financial Planner, with a focus on providing clear, trusted financial advice and building lasting relationships with clients and their families.

Luke’s advice covers all areas of Financial Planning, including:

• Retirement Planning

• Investment Planning and Savings Strategies

• Personal, Family and Business Protection

• Tax-efficiency

• Business Owner and Self-Employed Advice

• Estate and Intergenerational Planning

Luke has over 5 years’ experience in Financial Services and holds a Diploma in Regulated Financial Planning and Certificate in Mortgage Advice. He is committed to ongoing professional development, working towards Chartered Financial Planner status.

Outside of work, Luke enjoys spending time in the kitchen and cooking new dishes for his family. He and his partner love travelling and exploring new places in their VW Campervan — whether it’s a weekend escape or a longer adventure. Above all, family is at the heart of everything Luke does, and he values spending quality time with the people who matter most.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Atherton & Associates Wealth Management Ltd is registered in England and Wales, Number 12443374. Registered Office: 1 Park Road, Nantwich, CW5 7AQ.