Luther Socrate Aizan (FPFS, Msc)
Chartered Financial Planner
Birmingham office
What attracted you to a career in wealth management?
With a Master's degree in Finance and Investment, I joined the financial services industry over 10 years ago, and truly enjoy adding value to clients across my various roles from Corporate Finance to Financial Planning. As a Chartered Financial Planner and a Fellow member of the Personal Finance Society, I take pride in working closely with private clients, family businesses and Trustees, providing them with quality long-term advice on investments, pensions, inheritance tax planning, protection, and business exit strategies.
How do you approach your role on a daily basis?
As a cashflow modelling advocate, I bring my clients' financial plans to life enabling them to visualise their current and future position. Predominantly, I provide holistic financial planning advice to help achieve clients' objectives whilst enabling them to enjoy their wealth.
What are your interests outside of work?
Beyond my professional pursuits, I actively engage in charitable initiatives. I recently participated in a charity run with colleagues raising funds for men's mental health. When not spending time with my young family, I can be seen at the gym or drumming with my local church band.