Areas of expertise
Outsourced investment services for advisers
Lucy supports the Head of Business Development, co-ordinating all new intermediary business and managing relationships with product providers and third-party platforms. She joined the company in April 2008 and in her previous role headed up the Account Management team. She has a 2:1 BA Honours degree from DeMontfort University.
Lucy is Level 4 qualified having completed the CFA Investment Management Certificate.