Lucy Phillips

Lucy Phillips

Lomond Wealth

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Stirling
View location
Top Rated 2026
Verified since: June, 2026
4.7 out of 5

26 reviews

Checks carried out by VouchedFor

  • FCA Status: Pending

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    Checks for Lucy and/or the firm they work for (or are appointed representatives of) are currently pending

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Lucy has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 08 April 2026

    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.

  • 17

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  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Lucy

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 7 first impressions)

About

Lucy brings a thoughtful and client-focused approach to financial planning, with a strong analytical background and a passion for technical detail. Her role involves delivering high-quality, personalised advice across a wide range of areas, including retirement and estate planning, protection, and investment strategies. Lucy is particularly committed to helping clients understand complex financial concepts in a clear and empowering way, ensuring they feel confident in their decisions. Lucy works with a wide range of clients in various stages of their lives and is adaptable to any financial situation they may find themselves in, including trust clients. Lucy is always pleased to meet new clients and do what she can to help them. Lucy is experienced across all areas of advice including complex pension/retirement planning, complex inter-generational wealth and inheritance tax planning and investment and protection needs. Lucy is has completed a wide range of advanced exams to achieve her Level 6 Advanced Diploma in Financial Planning earning her the right to use the designation APFS and Chartered Financial Planner title.