About Lucy
I am a Chartered Financial Planner, and I am passionate about building long lasting relationships with clients, taking the time to understand what matters most to them and what they want to achieve. I support clients in identifying their priorities and objectives, helping them make informed decisions to achieve the best possible outcome for their wealth.
I provide advice across all areas of financial planning, including retirement planning, estate planning, and investment management.
I joined the company as a Wealth Planning Assistant, having graduated from the University of Leeds with a degree in Economics.
