Position: Paraplanner & Trainee Financial Planner
Tel: 01278 788646
Fax: 01278 789237
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. Since 2019 Lucy is continuing her career as a trainee financial planner.
- 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), J05 (Pension Income Options)