01278788646 enquiries@pwcltd.co.uk

Lucy Bennett

Lucy Bennett

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)

      CII Chartered logo

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.

Neither Positive Wealth Creation Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.