0330 038 8942
Based in Bank
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FCA status: Certified by Firm
Lucy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucy's status
Last checked: 10 June 2025
Lucy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucy's status
6
Recent Client Reviews
Lucy has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lucy has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 14 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Lucy has not yet added their qualifications to their profile
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Lucy has not yet added their qualifications to their profile
Transparent Fees
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Lucy has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lucy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucy's status
Last checked: 10 June 2025
Lucy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucy's status
6
Recent Client Reviews
Lucy has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lucy has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 14 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Lucy has not yet added their qualifications to their profile
Qualifications not yet added
Lucy has not yet added their qualifications to their profile
Transparent Fees
Lucy has not yet added their fees to their profile
Fees not yet added
Lucy has not yet added their fees to their profile
I am an experienced financial planner covering all aspects of financial planning, in particular pensions & retirement planning. I provide bespoke tailored financial advice with client service at the core. For those going through divorce, I work alongside your solicitor or mediator, to provide financial advice throughout the divorce process. Every divorce is unique and by providing bespoke, tailored financial advice, I help clients navigate through to settlement & beyond. My aim to help clients attain financial security and take control of their financial future. I have a wealth of experience gained in my roles at Smith & Williamson (now Evelyn Partners) and Charles Stanley, prior to joining IPS. I am part of Resolution's Collaborative Working Party Committee.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Lucy's clients
Based on responses provided by clients who have reviewed this adviser
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