About us
The financial services landscape has changed over the past 15 years and advice has become a more service-driven profession. Rise was established with this service-first approach in mind and our service levels have been designed to reflect this.
Many advice firms within the market charge by taking a percentage of the portfolio they manage for their clients. At Rise, we charge based on the cost of the service a client actually receives.
Within our three tiers of service, the work we do for our clients is based on the complexity of their needs and how much contact time with an adviser this requires.
Luke Land (DIP PFS) - Director
How our story began
Luke began his career in financial services providing technical support and investment analysis before beginning to advise clients. Along with helping clients reach their goals, he has also held a variety of roles within the industry prior to launching Rise Financial Planning, including Head of Operations, leading advisory teams and risk and compliance.
Luke specialises in providing holistic financial planning to individuals with a whole host of different circumstances with a particular emphasis on pension, investment and tax planning.
In his spare time, Luke enjoys spending time with his young family and taking long walks with his dog Hazel.
or call us on 0161 515 4589
Who we are
Independent
Financial Advice
We provide independent financial advice which means we are not tied to any specific product providers. Our recommendations are based on the research that we do and individual clients’ specific needs and circumstances. We utilise our expertise to ensure all recommendations are suitable for the specific client they relate to on a case by case basis.
Appointed Representative
Rise Financial Planning is an appointed representative of All Aspects Financial. What this means is All Aspects Financial are responsible for the regulatory and compliance oversight of our firm meaning that you benefit from their expertise as well as our own.
Nationwide
Coverage
We work with clients based all over the UK and depending on your specific needs, offer both digital and face to face meetings.
Get in touch
To begin your journey with Rise, please get in touch using the contact form, book a meeting link or use the details below to arrange a no obligation initial consultation
Main: 0161 515 4589
London: 0208 124 6555
Email: luke@risefp.co.uk