Industry leaders
in financial planning

Pineridge is an independently owned practice providing financial planning to high-net worth individuals.

From newly qualified to full equity partner

Our experience in the Law is unrivalled. Our clients are industry-leading lawyers at US and Magic Circle firms. As they move through their career stages, our financial planning service grows with their needs. From helping a newly qualified lawyer save for their first property purchase to helping a full equity partner transition into retirement.

Lee Harding, Legal Partner at DLA Piper

Luke and his team have provided exceptional advice, guidance and support in relation to all our financial planning needs. He is always highly responsive, thoughtful, considerate and is a pleasure to work with. I have known him for many years, first working him as a senior associate right the way through the partner transition and I would highly recommend him to other lawyers looking for a genuine trusted adviser.

Making hay while
the sun shines

With highly variable bonuses and career shelf-lives, we help high-earning bankers create wealth for life after work. As well as maximising financial efficiency in the good years’, we help to underpin the uncertainty with solid financial foundations. Our clients are typically Managing Director level bankers affected by penal tax-allowances.

Carina Radford, Legal Partner at White & Case LLP

Becoming a partner in a global law firm can be an intimidating experience in itself but when it combines with the a change in the way you are paid, a new tax position and life-changing moments such as having a child, buying a house (or a new one) etc., it can be really stressful. Luke and his team have been there for me since before my Partner days and well into my Partnership and have supported me with all my changing financial needs throughout.

Outsourcing the complicated issues

More than ever before, Human Resource functions of legal and banking institutions are having to navigate complex tax rules. With reducing lifetime and earnings-related annual allowances, pensions are creating huge challenges for personnel departments. Our outsourced technical service allows corporations to relinquish responsibility, safe in the knowledge that their members are receiving the right information.

Ian Hunter, Legal Partner at Linklaters LLP

Luke has looked after my family’s finances since 2015. He understands the financial needs of private practice lawyers far better than any of the IFAs who cold-call me each week. His service is totally personalised, and his team ensure that financial planning places as little demand on my time as possible – I am kept up to date with how my portfolio is performing, and new investments are made easy to implement.

Together since 2012, our leadership team founded Pineridge with real experience as a collective.

The experts & professionals
of Pineridge Financial Partners

Managing Partner

Luke has over 15 years of experience within financial advice and has significant understanding of clients in the Legal and Banking industries. As well as overseeing the overall operations of Pineridge he is also a practicing Financial Planner, representing many of London's most highly regarded Lawyers.

Partner, Client Engagement

Darrin has spent much of his career to date gaining top-tier experience within client engagement. He is first point of contact for all new introductions along with leading our Strategic Partnerships team. He oversees all third-party relationships and ensures a smooth onboarding process for all clients.

Partner, Financial Planning

Jo is Head of Financial Planning at Pineridge. A Chartered Financial Planner, certified by the London Institute of Banking and Finance, Jo holds a particular interest, along with the highest qualification, in UK pension regulation. Joining the industry in 2009, Jo holds experience across a wide range of financial matters.

Partner, Client Services

As Head of Client Services, Sophie oversees the efficient running of our private client team. Supported by over a decade of experience in the banking and finance sector, and working specifically within business processing and system operations, she ensures that the highest standards are maintained across the business

Consultant, Compliance and Oversight

Paul is Head of Compliance and Oversight at Pineridge, and has more than 20 years of practical experience in this area. He is responsible for all control processes and works closely with our Partners on matters pertinent to regulation, compliance systems and data.

Consultant, Investments

Steve occupies an independent seat on our Investment Committee and brings with him more than 20 years of investment experience. As well as his work for Pineridge, Steve is co-founder of Barras Capital and provides advice to other UK financial planners on market outlook, research and asset allocation.

Associate, Financial Planning

Dylan is an Associate in our Financial Planning team. As well as supporting Luke and Jo, Dylan looks after our his own Associate level legal clients.

Industry leadersin financial planning