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.