0330 038 8938
Based in Newark
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2024
4.5 out of 5
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: 29 May 2025
Lucy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucy's status
9
Recent Client Reviews
Lucy has received 9 client reviews in the past 12 months; 90% of these have been verified
Verified reviews: 90%
Lucy has received 9 client reviews in the past 12 months; 90% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Lucy
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 6 first impressions)
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: 29 May 2025
Lucy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucy's status
9
Recent Client Reviews
Lucy has received 9 client reviews in the past 12 months; 90% of these have been verified
Verified reviews: 90%
Lucy has received 9 client reviews in the past 12 months; 90% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Lucy
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 6 first impressions)
I provide clear, practical financial advice tailored to your goals, helping professionals and families across the UK navigate key areas including investment management, retirement planning, and financial protection. Whether you are planning for the future or ensuring your finances are working as hard as you are, I take a thoughtful, well-rounded approach to financial planning. I work closely with both individuals and businesses to help ensure their financial objectives are met. Combining strong technical expertise with a down-to-earth approach, I make complex financial decisions feel manageable. I believe in building long-term relationships, offering ongoing support as your financial needs evolve. If you are looking for a financial planner who prioritises clarity, strategy, and personal support, I would be pleased to help you.
Offers available through VouchedFor
Contact Lucy through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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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