Financial Adviser in Sutton Coldfield

Luke Moloney

I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market.

Over the years, I have worked with clients from all walks of life, from young professionals just starting their careers, business owners protecting assets and to retirees looking to enjoy their golden years.

My approach to financial advising is to listen carefully to my client’s needs and goals, and to provide them with personalised advice and solutions tailored to their unique circumstances. I believe in taking a holistic approach to financial planning, taking into account not just investments and retirement planning but also insurance, taxes, and estate planning.

I am committed to providing my clients with unbiased advice and guidance, always putting their interests first. Whether you are looking to build wealth, protect your assets, or plan for retirement, I am here to help you navigate the complex world of financial planning and achieve your financial goals.

I am based in Sutton Coldfield but visit clients throughout the UK.

Financial Advice Services

Watch video

My Financial Advice Process


At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.


I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.


I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.


As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance

Truly Independent Ltd, Atlantic House, Parkhouse, Carlisle CA3 0LJ