Associate Adviser
Lucy works closely with individuals and families, helping them navigate life’s transitions and make confident decisions about their finances. She particularly enjoys the technical aspects of financial planning, combining analytical thinking with a deeply personal approach to help clients achieve what matters most to them over time.
As a Trustee of the PN Charitable Trust, Lucy has developed a strong interest in charitable giving and philanthropy and enjoys working with both individual philanthropists and charitable organisations as well as those that wish to invest their money for societal and environmental good.
Lucy holds a first-class degree in Accounting and Finance from the University of the West of England, Bristol, and is a Chartered Financial Planner.
Outside of work
Lucy can usually be found out walking with her dog or running or enjoying some downtime curled up with a good book.