About Us
AT DE LUCA WEST WE RECOGNISE THAT EVERY CLIENT HAS INDIVIDUAL NEEDS AND THAT THESE NEEDS CHANGE OVER TIME. IT IS OUR JOB TO HELP YOU ACHIEVE YOUR FINANCIAL GOALS AND FIND YOU THE BEST RETURN ON YOUR INVESTMENTS.
Making sense of the financial world can be a daunting task and we understand how important it is to work with a company you can trust. We will never try to sell you anything you don’t need and all of our advice is explained in plain English.
Our business is based on honesty, reliability and an excellent service. We have many loyal and satisfied clients and pride ourselves on providing them with an ongoing service year after year.
Francesca De Luca
Managing Director and Financial Planner
Francesca has worked in the Financial Services industry for over
25 years, having become the Managing Director of the business in
2007 and qualifying as a Chartered Financial Planner in 2009.
A Fellow of the PFS, she specialises in tax and trust planning
as well as retirement income and investment advice for new and
existing clients. She prides herself on the long-standing client
relationships she has built and the holistic and long term
generational financial planning she has provided over the years.
She lives in Huddersfield with her husband and has a busy family
life with four daughters. In her free time she enjoys spending
time with family and friends, walking and Pilates, going on holiday
and enjoying good food and wine.
Susan West
Director & Financial Planner
Sue joined in April 2010 from the financial planning arm of a local
accountancy firm. Having been in the industry since 1987 she has
seen many changes to financial planning but the most rewarding
part of her job remains in dealing with people and finding a
solution to their financial concerns. She has many longstanding
clients, some of whom she has looked after personally for over 30 years.
She specialises in giving advice on pensions which remains topical
through continuous legislation changes and she holds the STEP
(Society for Trust and Estate Practitioners) certificate for financial
services, working with local professional connections to provide
advice to the elderly and their families around the issues of long
term care, trusts and inheritance tax planning.
She is a Fellow of the PFS and a Chartered Financial Planner with
a range of qualifications which allows her to be a true holistic
financial planner to new and existing clients and their families.
She lives in Pudsey and is kept busy with family and friends.
In her spare time she enjoys walking with the dog, swimming and
dancing, and has recently developed a passion for learning the
Spanish language, which has led to holidays abroad focused on
Spain and South America.
Chloe Bush
Financial Planner
Chloe joined the team in April 2026, bringing experience from another financial planning firm. Having qualified as a Financial Planner in 2023, she’s passionate about helping clients feel confident and supported in their financial decisions. She prides herself on getting to know each client, taking the time to understand what matters most to them and building lasting relationships based on trust.
Outside of work, Chloe lives in Greetland with her partner. She enjoys being active, whether that’s heading to the gym, playing netball, going for walks or, more recently, discovering a love for Pilates! At weekends you’ll find her catching up with friends and dedicating most Saturday afternoons to watching her partner play rugby (come rain or shine!).
Amy West
Trainee Adviser
Amy is Sue’s eldest daughter and first worked at De Luca West during University holidays, providing holiday cover for the administration team. After completing both her undergraduate and master’s degrees in Biological Sciences at Newcastle University, Amy spent eight years working in Medical Research before making a career change and joining us in April 2025 as a Trainee Paraplanner, embarking on an apprenticeship that would allow her to gain the necessary skills and qualifications required to become a Financial Planner. After gaining her final exam result in May 2026, she is now Level 4 Qualified with a Diploma in Financial Planning (DipPFS) and has moved into the role of Junior Financial Planner, where she is continuing to develop her knowledge of financial services and has started providing financial advice to clients. She is planning to start her Advanced Diploma later in 2026, to further develop her knowledge in more complex areas of financial advice.
Amy lives in Leeds with her husband and their cocker spaniel. Outside of work, she enjoys spending time with friends and family, long dog walks in the Yorkshire Dales, and visiting her extended family in Cheshire and the North East of England.
Thea De Luca
Trainee Adviser
Thea is a Junior Adviser who is currently training to become a Financial Adviser, having recently achieved her Level 4 Diploma in Financial Advice. She is passionate about building her knowledge and developing her career within the profession to help clients navigate their financial planning journey.
Working closely with Francesca, Thea supports the advice process by researching client options and preparing detailed reports, ensuring clients receive clear and well-considered recommendations.
Outside of work, Thea loves travelling and exploring new places, whether that’s discovering different cultures, trying new foods, or planning her next adventure. She also enjoys spending time with family and friends, making the most of opportunities to socialise.
Alex Broomfield
Paraplanner
Alex started his career with De Luca West eight years ago as an apprentice, supporting the administration team with the day-to-day running of the business. During this time, he has completed his Level 3 Apprenticeship in Financial Services, Level 4 Paraplanning certificate and, in May 2026, completed the Level 4 CII Diploma in Financial Planning.
In his current role as a Paraplanner, Alex is responsible for preparing suitability and cash flow reports, providing technical support for both pre- and post-client meetings, and working closely with all of the advisers at De Luca West.
Gail Longhorn
Office Manager
Gail joined us in 2021. She has over 35 years experience in the
financial services sector working for both providers and financial
advisers and holds the CII certificate in life and pensions
administration.
Gail has the critical role of making sure the office runs smoothly,
so works with all members of the team. She is the primary contact
for providers and is responsible for the submission and ongoing
processing of new cases, and making sure that all processes run
correctly.
On a personal level, she lives with her husband in Birstall and
really enjoys her holidays abroad, often travelling to far flung
destinations.
Chloe Roebuck
Administrator
Chloe joined the team in 2024, bringing over 12 years of administrative experience across financial services and healthcare. She has built extensive knowledge in client administration, adviser support, provider relationships and operational processes, and enjoys ensuring everything runs efficiently behind the scenes.
Known for her organised approach, attention to detail and friendly manner, Chloe is passionate about providing an excellent level of service. Outside of work, Chloe enjoys spending time with her family and their two cats. She also enjoys time on the water paddleboarding when she can.
Carolyn Beaumont
Administrator
Carolyn joined us in 2016 in a career change from her previous role as an administrator in a GP surgery.
She is a valued member of the team and is often the first point of contact for clients. She deals with various jobs that crop up on a daily basis, dealing with general enquiries, and producing valuation reports for existing clients.
Carolyn lives locally with her husband and enjoys going to her caravan most weekends and spending time with her family.
