Dale Lucas
Dale joined the RWM team as a Chartered Financial Planner with eight years of experience in the financial services sector. He is also a Fellow of the Personal Finance Society and has worked closely with clients to develop tailored strategies across investment, retirement planning, estate management, and tax efficiency.
He aims to bring clarity and focus to complex financial matters and to build long-term relationships that make a meaningful difference in his clients’ lives.
Outside of work, life has taken on a new rhythm for Dale following the arrival of his son. He loves travelling and spending quality time with his wife and young son; one of their favourite trips to date was celebrating New Year’s Eve 2023 in Reykjavik, Iceland.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
