Luwero Wealth Advisers

Luwero Wealth Advisers A financial adviser with over twenty years’ experience in investments banking and wealth management.

We did it. Yorkshire 3 Peaks. Again. For Hellohope✨Saturday 4th July 2026 marked my 2nd Yorkshire 3 Peaks Challenge.Last...
05/07/2026

We did it. Yorkshire 3 Peaks. Again. For Hellohope✨

Saturday 4th July 2026 marked my 2nd Yorkshire 3 Peaks Challenge.

Last year was my maiden attempt. This year, the challenge was completely different.

We went into it worried about a heatwave. Instead we got hit with high winds, driving rain, and ground so slippery it tested every step. 24 miles. 3 peaks. 5,200ft of ascent. In those conditions it was brutal.

But we finished. And we finished for a reason.

Every 90 minutes, someone in the UK takes their own life. The pressures people are under right now are real. That’s why we walked for Hellohope - the su***de prevention charity founded by Ellie McDonald, with incredible support from Paul Christian Waterworth.

Hellohope don’t sit behind desks. They go out into communities, start the hard conversations, and shine a light on how to find balance before it’s too late. They’re 100% donation funded, and they save lives because of it.

A huge thank you to everyone who has donated so far. Your support kept us going up Pen-y-ghent, Whernside, and Ingleborough in that weather.

To Paul, Andrew Taylor, and Ellie - what a team effort. I still can’t believe we got it done in those conditions. Proud to do this with you.

If you’d like to support Hellohope’s work, you can donate here:
https://www.justgiving.com/crowdfunding/hellohope3peaks2026

Every donation, whatever the size, makes a difference.

Wow - What a week! 😊 Been mixing client meetings and networking, connecting with like-minded business owners and execs a...
27/02/2026

Wow - What a week! 😊

Been mixing client meetings and networking, connecting with like-minded business owners and execs at PIMCO Investment tour (Leeds), York Professionals Networking, and The Yorkshire Mafia .

PIMCO's insights on bonds was game-changing:
💡 Bonds: A lifetime opportunity
- Lock in highest yields in 10 years
- Upside potential if economy slows
- Higher yields a cushion against rate hikes

A changed world:
🌐 Governments' limited financial resources due to debt loads amplifies risks, increasing a reliance on central banks to fix issues
🌍 Rewriting trade and security alliances = persistent volatility
💸 Central banks have room to cut rates than pre- pandemic

Where we stand:
📊 Inflation cooling, labour market concerns growing
🤖 AI growth counterbalances government policy challenges on tax and spend

Networking highlights:
👥 York Professionals Speed Networking: connecting with business owners and execs
👥 Yorkshire Mafia: different audience, great convos

Lovely to catch up with familiar faces and meeting new ones, including Daniel Joseph McCurdy, Sandra Reid, Ellie MacDonald, Matthew Wise, Charlotte Wainwright-Price, Adrian Hogarth, Claire Bennett, James Buckle, Owen Turner, Karen Tinkler, Gustavo De Amorim and many more!

✨ Half Term's here! A time for family fun and reflection 😊. School breaks are a great reminder of why I work hard and do...
20/02/2026

✨ Half Term's here! A time for family fun and reflection 😊.

School breaks are a great reminder of why I work hard and do what I do – to make a difference for my clients and build a rewarding business that aligns with my values.

In financial advice, it's all about people and relationships. Networking, in my opinion, is critical to building a successful business, and I am passionate about expanding my reach. Word-of-mouth and personal connections can and often make all the difference.

Over the last couple of months, I've been very busy:
1. Attended the fsb_uk FSB Connect event at Durham University Business School
2. Personal Finance Society (PFS) roadshow in Newcastle
3. York Knights RLFC business hub events, including YO1 Radio and roxyballroom
4. Guest of Rachel Brocklehurst and Michael Harle at The Good Racing Company
5. Tees Valley Business Club Ltd

It’s been great catching up with familiar faces and meeting new ones, including Jeffrey Hughes Helen Prentice, Katy Scott, and Sue Boyd 😊. Always energising to catch up and share stories.

On a personal note, we celebrated my wife's 40th in January 😊. Here's to new chapters and making memories.

What’s been keeping you busy?

🌟 Meet Sarah, a busy working parent with a common concern: "I want to invest, but where do I start?" 😊Sarah’s story is y...
14/01/2026

🌟 Meet Sarah, a busy working parent with a common concern: "I want to invest, but where do I start?" 😊

Sarah’s story is yours. You want a bright financial future, but navigating the options feels overwhelming.

Take it one step at a time:

1. Define Your Goals: What's your why? Retirement, a dream home, or financial freedom?

2. Assess Your Finances: Get clear on your income, expenses, and debts.

3. Explore Options: From ISAs to stocks, let's break down what's out there.

4. Start Small: Begin with what feels comfortable, and grow from there.

But here’s the thing: you don't have to do it alone.

You've got this! 💪

Merry Christmas from Luwero Wealth Advisers 🎄As we enter the festive season, I'm taking a moment to reflect on an incred...
18/12/2025

Merry Christmas from Luwero Wealth Advisers 🎄

As we enter the festive season, I'm taking a moment to reflect on an incredible year - professionally and personally. 2025 has been a milestone year and I'm grateful for the trust our clients have placed in us.

A Message of Thanks
I'm proud of what we've achieved together – delivering exceptional service, growing our client base, and supporting you in building the lives you want. Your success is our success.

2025 Highlights
- Client Service: All reviews up to date, with expanded offerings to better serve you.

- Growth: Exceeded our ambitious 30% growth target for clients and assets under management – all organic!

- Community: Sponsorships, supporting local initiatives, and charity fundraising have helped us reach new audiences.

- Learning & Growth: Huge personal and professional growth this year.

Looking Ahead
As we head into 2026, our goals are even bigger, and our commitment to you remains unwavering. Thank you for being part of our journey.

Wishing you a joyful Christmas and a prosperous New Year! 🎅

Address

21 Goose Pasture
Yarm
TS159EP

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Monday 9am - 5pm
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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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