Lucy Mitchell
IFA Business Development Director - Head of London and South |
Professional Biography
My parents always embraced family, friends and opportunities, they inspire me every day.
How do you describe what you do?
I have worked with IFAs and their clients for over 20 years discussing bespoke portfolios and MPS solutions.
What's next for you professionally?
To continue to offer the highest standards of service to our IFA clients.
What's the best piece of advice you've ever been given?
Be who you really are.
Where do you get your inspiration to embrace what's next?
My parents. Both from humble beginnings but believed in hard work and were determined to make the best of themselves in all areas of life. They always embraced family, friends and opportunities, they inspire me every day.
Why does my role as a wealth manager matter?
Money is emotional. It can be hard won and easily lost. We are stewards of people's life savings; we have an immense responsibility and one we are proud to take on for our clients.
What qualifications and memberships do you have?
IMC