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Lucy Minton Investment management
Business Development Director - Head of Adviser Services

Lucy Minton

Investment management

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.

Professional qualifications/memberships

Lucy is Level 4 qualified having completed the CFA Investment Management Certificate.

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