Luke Carless

I trained and qualified as a Chartered Accountant with PwC. My financial planning practice was founded in 2015, when I decided to leave the accountancy profession and accept an invitation to join St. James's Place.


What professional qualification do you have?

Chartered Accountant ACA

Diploma in Financial Planning Dips PFS

Describe your perfect day.

Dog walk before a bacon sandwich, a live sporting event and cooking a BBQ for friends in the evening.

What things make you happy?

Live music (Glastonbury festival), live sport, travelling and walking my dog Frank with my wife Kate.

What do you most like about your job?

Making complicated things simple.

What is your favourite holiday destination?

San Sebastian.

What matters to you most in three words?

Integrity, fun and energy. 

What would be your desert island disc?

The Killers 

Best thing you have ever spent money on.

A meat thermometer – I love to BBQ!

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.

Viva Wealth is a trading name of Viva Wealth Ltd. Viva Wealth Ltd is registered in England and Wales, Number 13384039. Registered Office: 8 Beckford Gardens, Bath, BA2 6QU.