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.
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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Tel: 01952 250024 | Email: admin@ciwealth.co.uk
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The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Chartered Independent Ltd is a member of Best Practice IFA Group Limited. Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. Chartered Independent Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 622580. Chartered Independent Limited can also be found at Companies house (https://find-and-update.company-information.service.gov.uk/company/08030712). The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk or you can contact the helpline on 0800 023 4 567.
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