01278788646 enquiries@pwcltd.co.uk

Lucy Bennett

Lucy Bennett

Position: Paraplanner & Trainee Financial Planner

Email:

Tel: 01278 788646

Fax: 01278 789237


Highlights

Lucy joined the company at the end of June 2015, initially on a placement, having received first class honours in her accounting and finance degree from the University of the West of England. In November 2018 Lucy completed her Regulated Diploma in Financial Planning from the Chartered Insurance Institute and became a full member of the Personal Finance Society. In 2019 Lucy will continue her career as a trainee financial planner.

Qualifications

  • BA (Hons); DipPFS.
  • Regulated Diploma in Financial Planning: R01 (Regulation & Ethics), R02 (Investment & Risk), R03 (Personal Taxation), R04 (Pensions and Retirement Planning), R05 (Protection), R06 (Financial Planning Practice).

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Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 http://www.fca.org.uk/register.

Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.

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