Senior Financial Planner
Lucy works with Lee Dunn and David Burridge to provide holistic financial planning for their clients.
She holds a first-class degree in Accounting and Finance from the University of the West of England, Bristol, and is a Chartered Financial Planner.
Lucy particularly enjoys the technical aspects of financial planning and delving into the finer detail. She works closely with families, supporting them through their planning journey and helping them see their goals come to fruition 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.
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.