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Lucie Spencer Financial planning

Lucie Spencer

Financial planning

Areas of expertise

Lucie specialises in:

Later Life Advice - Member of The Society of Later Life Advisers (SOLLA)
Divorce - Member of Resolution
Serious Injury.


With over 17 years’ experience within the financial services industry, Lucie is a SOLLA accredited adviser who specialises in looking after our most vulnerable clients including those who are going into care, have suffered a serious injury or who are going through a divorce or separation. Lucie is also a Dementia Friend Champion so understands the challenges that this disease can present and how best to support.

Notable client work and achievements

Nominated for the 2022 Women in Financial Advice Awards.

Professional qualifications and memberships

Chartered Financial Planner.
Fellow of the Chartered Insurance Institute.
Full Member of the Society of Later Life Advisers.
Associate Member of Resolution.

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