Financial Planner DipPFS in Sheffield
I'm a Financial Planner and former doctor, working primarily with medical professionals. Many feel overwhelmed by finances and unsure who to trust, especially when time and energy are already stretched. My role is to bring clarity, structure, and calm by helping align your money with what matters most, without it becoming another source of stress. It's your money, it should serve you towards a life well lived.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Really great experience dealing with Luke, very knowledgeable and gave me an in-depth explanation of various scenarios relating to my issue, although ultimately it wasn't relevant to my situation but Luke was very understanding and as stated gave my advice nonetheless. I would definitely recommend Luke for any financial issues you need to talk through.
Luke was a highly competent advisor, very patient and helpful, I left our call with a to more clarity on my concerns. I would highly recommend :)
Listened patiently and carefully whilst I explained my financial and personal situation, then summarised my position. He asked about different scenarios and this allowed me to think about financial possibilities I hadn't considered. The meeting also helped me to think about my (im)balance of juggling jobs and elder care against income. I was impressed that Luke was so speedy with mental maths. I finished the meeting with clearer options and plans on how to access an early retirement.
The meeting with Luke was very beneficial, although this was the initial consultation meeting he gave me lots of good pointers and advice that has allowed me to consider my current financial position. Luke was profession, clear, but friendly throughout the meeting.
I found Luke to be a very sympathetic listener, generous with his time and experience and extremely valuable in clarifying a number of issues relating to my university pension that were troubling me. He was also good enough to summarise what we had discussed in a follow-up email. Thoroughly recommended.
After taking voluntary redundancy I was not sure what to do with my payment to maximize my retirement income. I also wasn’t sure if I would get another job. Luke has given me excellent advice so far and I’m confident I have an expert on my side.
Luke has been so easy to talk to , feel listened to and feel he has our best interests at heart. He has been helpful and supportive throughout our communications. Both Michael and I feel at ease about our finances in Luke’s professional hands.
I enjoyed meeting with Luke. He is knowledgeable and easy to talk to. He clearly has deep understanding of wealth management for doctors and the fact that he is himself a doctor lends him a definite authority on the subject.
What were the circumstances that caused you to initially look for an adviser?
Require initial help and advise regarding SIPP however Luke was extremely helpful looking forward to potential financial investments and retirement planning and the help advise and support he may be able to provide moving forward
How has Luke Mitchell helped you?
Extremely helpful and certainly has given us a lot to think about without putting any pressure on us. the future advise he stated he could provide filled us with confidence and has certainly created some useful debates
Have you seen the outcome you were hoping for?
Not currently but a very encouraging start and the phase "work in progress" sums it up best
What could they have done better?
Nothing from Luke, he has been responsive and honest.
Sheffield
South Yorkshire
United Kingdom
Luke is located in Sheffield and offers expert financial advice virtually countrywide.
Having worked in medicine myself, I appreciate the unique challenges faced by doctors and healthcare professionals - from irregular income and pension complexity to limited time and decision fatigue. I aim to make financial planning straightforward, efficient, and genuinely helpful.
Outside of work, I enjoy running, reading, and spending time with my young family. I work almost entirely virtually, allowing the process to fit around busy professional lives while remaining personal, accessible, and responsive.
If you’d like to have a read of what some existing clients have said about the services I provide, you can take a look at my VouchedFor reviews.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 27 February 2026.
