Lucy is the newest member of the team having joined us in February 2019 as an apprentice financial adviser. She is married to Matt and lives in Reading. Lucy holds an honours degree in Geography with Geology from the University of Southampton and has experience in both accountancy and banking. She is training towards the Diploma in Regulated Financial Planning to become an authorised pension and investment adviser.
Lucy is a keen dog lover; she and Matt now have their hands full with three pooches at home. She also loves adventures and travelling, with an ambition to visit at least one new holiday destination every year. Closer to home Lucy accompanies Matt to watch Reading FC where they both hold season tickets.