Specialist in providing holistic financial planning and helping clients understand and meet their financial goals.
Lucy joined Albert Goodman in 2015, successfully completing her Diploma in Regulated Financial Planning shortly after. Lucy is a Chartered Financial Planner who enjoys helping clients achieve their current and future financial goals. Being able to assist those with pensions, investments, and protection, Lucy can provide a more holistic approach to your financial planning needs.
Lucy helps clients meet their objective of retiring early. Putting strategies in place for saving in readiness for retirement. A personal achievement of Lucy's is saving a client over £100,000 in inheritance tax.
