Luke Franks

Client Service Administrator

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01937 223 055

At work

Luke joined the team in July 2025, bringing with him valuable experience from his previous role at an independent financial advisory firm in Shrewsbury. A graduate of Sheffield Hallam University, he is enthusiastic about developing strong relationships with both new and existing clients as he continues to grow within the profession.

At home

Outside of work, Luke enjoys relaxing with the Great British Bake Off on Tuesday nights, catching up with friends, or doing his part to support local businesses usually one pint at a time. He is unfortunately burdened with being a Tottenham Hotspur supporter though we do not hold that against him.

In the spotlight

What do you like about working at Berry & Oak?

I really value the collaborative team environment and the shared commitment to delivering exceptional client service. The culture of excellence at Berry & Oak is inspiring, and it is clear why the firm is recognised as the leading IFA in Yorkshire.

What does the day in the life of a Client Service Administrator look like?

Spreadsheets, plenty of coffee, and the occasional phone call to keep things interesting. It is busy, varied, and never boring.

What are your top three life highlights so far?

  • Seeing Tottenham crowed European champions.
  • Moving to Shrewsbury, despite not knowing where it was, having never visited prior.
  • Accidently turning away Phil Vickery from a food festival which he was the headliner of.

What is an ability you wish you had?

To be able to run a bath at just the right temperature and not to have it far too hot or far too cold.

What’s currently top of your bucket list?

  • Booking a trip to Benidorm to watch the first ten days of the World Cup – I would rather watch it there than in the US.
  • And, somewhat unusually, winning a tray of meat in a raffle.

Which song gets you on the dancefloor?

We are the champions – Glen Hoddle

What’s the one talent you have, that people would be surprised to know about you?

Oddly good at identifying flags. (As are most young males with experience playing Fifa.)

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Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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