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Lucy Ellis

Wealth Planner

About Lucy

As a Wealth Planner, I enjoy establishing long-lasting relationships with clients, to help them identify their needs and objectives to ultimately achieve the best outcome for their wealth. I cover advice in all areas of financial planning including, retirement planning, estate planning and investment management. I joined Canaccord Wealth as a Wealth Planning Assistant with an Economics degree from the University of Leeds. I hold the diploma in Regulated Financial Planning, and I am working towards achieving chartered status.

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If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

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