With extensive experience in the sector, a full STEP Diploma in Trusts and Estates, and a Diploma in Regulated Financial Planning, Lucy is an incredibly competent advisor and leader of CTT Private Client.
She is known for driving excellence and truly caring for her team as well as her clients.
As Practice Manager, Lucy sets a precedence on thinking outside the box when it comes to tackling complex estate planning cases. She has cultivated a team of highly skilled advisors, who specialise in solving niche problems for high-net-worth clients, and providing technical advice on financial services, tax and trusts, investments, and pensions.
Lucy brings a big personality, firm but fair leadership, and one hundred percent commitment to CTT. Open, straight-talking, and compassionate, she strives to do all she can for her clients and introducers alike, often forming strong relationships built on trust.
For Lucy, it’s all about having a positive impact on people’s lives and financial futures. She gains great satisfaction helping people at all stages of life, whether that’s getting someone onto the property ladder or creating an IHT plan and protecting assets for someone’s family. Lucy’s objective is always to secure the best result possible for clients, knowing she’s done everything she can to help them optimise their finances and enjoy their lives comfortably.
