MEET THE DIRECTORS & TEAM
Enter info about Clive, Bob and CWEP here
DIPPFS TEP - TRUST & ESTATE PRACTITIONER
DipPFS - Diploma in Financial Planning
TEP - Trust & Estate Practitioner
Lucy has worked within the financial services industry since 2009, starting her career at the Coventry Building Society.
In addition to achieving the Level 4 Diploma in Regulated Financial Planning, Lucy also holds a STEP diploma in Trusts and Estate Administration which has led her to offer specialist advice around Trust, Tax and Estate planning. Lucy often works alongside Bob in advising High Net worth Individuals in a variety of areas including specialist pension products and inheritance Tax Planning.
Outside of work Lucy enjoys walking her dog Bruce and exercising. Lucy completed the 100 mile London bike ride in 2019 and is due to run the 2020 London Marathon, both in support of the Children’s Trust.