Areas of expertise
Holistic financial planning; private clients and their families.
Lucy has worked in financial planning since 2012. She covers all aspects of financial planning including retirement planning, investment planning, financial planning in relation to divorce, inheritance tax planning and protection.
Prior to financial planning, Lucy worked on the investment side as a hedge fund analyst.
Lucy has the Diploma for Financial Advisers and the Investment Management Certificate (IMC); she is also a member of the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investments (CISI).