Bob Luckett

A brief introduction

I joined Monahans Financial Services in 2008 and have over 35 years experience in the financial services sector.

I advise clients on a broad range of their personal finances. However I have an in-depth knowledge in the areas of wealth management, pensions, inheritance tax planning and long term care.

Expertise

Wealth Management
Estate Planning
Individual Pensions
Retirement Planning Options
Life Insurance
Family Protection

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Client testimonial

Bob Luckett and Leanne Whitcroft were a pleasure to deal with, in what for us were a very important series of steps that we needed to make in our Financial Arrangements. Thank you both, we would have no hesitation in turning to them for advice & assistance or recommending thier services. Thank you.

Mrs J A Bridle