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Our People

Meet the team at Chartered Independent Wealth Management

Lucy Williams BA DipPFS

Independent Financial Adviser

Lucy is a qualified Independent Financial Adviser providing her clients with tailored advice in a broad range of areas including Pensions, Investments, Life Insurance and Estate Planning. Her career in finance formed as natural progression having invested on a personal level since University. Lucy combines her personal experience with her knowledge of investments and financial planning to provide advice that will enable clients to achieve their financial goals.

Outside of work Lucy enjoys all sporting challenges including cycling, running and horse riding.

Insights into understanding your financial world

Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk

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