AHR Group has been acquired by Titan Wealth and is now operating as Titan Wealth International

Speak to an Adviser
Book a call Client Login
Learn More
Home » Our People » Luke Mortimer-Westbury

Luke Mortimer-Westbury
FCSI

Private Wealth Director

Luke has over 10 years experience in Wealth Management and Pension Transfer Advice covering multiple jurisdictions.

UK Level 4 qualified with CISI in Investment Advice & Financial Planning. UK Level 6 qualified with CISI in Pension Transfer and Planning Advice.

With the knowledge and experience that he has accumulated he is able to help clients understand the intricacies of transferring their pensions and planning for their retirement.

His skills and professional work ethic will provide ongoing support to clients and will work towards helping them achieve their financial goals.

Areas of Expertise

  • Pension Analysis, Advice and Management
  • Superannuation Analysis Analysis, Advice and Management
  • Retirement Planning
  • Pension Planning
  • Lifetime Allowance Planning
  • Wealth Management
  • Investment Review
  • Insurance & Family Protection

Qualifications & Awards

CISI Financial Planning and Advice (Level 4)

CISI Investment, Risk and Taxation (Level 4)

CISI UK Regulation and Professional Integrity (Level 4)

CISI Pension Transfer & Planning Advice (Level 6)

Chartered Fellow with CISI

Regions Covered

  • Australia
  • Middle East
Send Email
Contact Number
LinkedIn Profile

Recognition

I have been working with Luke for at least 2 years . Despite an enormous number of challenges thrown at him as my circumstances changed he has always been calm and worked through the issues in a... Read Full Quote

Julian Cobley

05/07/2021

Go to Quote

Luke has proven to be an excellent adviser to me as I explored the various pension options open to me. He took the time to get to know me, my approach to investing and my retirement goals. With his... Read Full Quote

Alistair Winner

29/08/2018

Go to Quote

I had the pleasure of working with Luke in relation to planning and growing my investment portfolio. As an individual working in the wealth management arena, Luke was a member of the team which I... Read Full Quote

Matthew Murphy

26/08/2017

Go to Quote

Luke has been assisting me for several years and without fail I found him to be efficient, courteous and overall a pleasure to deal with.

Joel Waterman

12/08/2017

Go to Quote