Areas of expertise
Working with intermediaries: independent financial advisers, accountants and lawyers.
Lucy joined Smith & Williamson in 2015 as an associate director, primarily to further develop the Managed Portfolio Service via platforms as well as the Bespoke Discretionary Fund Management offering for the intermediary market.
She joined the firm from Canaccord Genuity Wealth Management where she was business development manager for four years. Prior to this Lucy was a client portfolio manager for SCD & Co.
Completed the Investment Management Certificate (IMC) and Investment Advice Diploma (IAD).