{"id":5524,"date":"2024-11-11T15:12:42","date_gmt":"2024-11-11T15:12:42","guid":{"rendered":"https:\/\/ctt-group.co.uk\/private-client\/?page_id=5524"},"modified":"2024-11-11T16:27:05","modified_gmt":"2024-11-11T16:27:05","slug":"lucy-miles","status":"publish","type":"page","link":"https:\/\/ctt-group.co.uk\/private-client\/lucy-miles\/","title":{"rendered":"Lucy Miles, DipPFS TEP, Director"},"content":{"rendered":"
She is known for driving excellence and truly caring for her team as well as her clients.<\/p>\n<\/div>\n
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.<\/p>\n<\/div>\n\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<\/div>\n<\/div>\n\n\n
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.<\/p>\n<\/div>\n
For Lucy, it\u2019s all about having a positive impact on people\u2019s lives and financial futures. She gains great satisfaction helping people at all stages of life, whether that\u2019s getting someone onto the property ladder or creating an IHT plan and protecting assets for someone\u2019s family. Lucy\u2019s objective is always to secure the best result possible for clients, knowing she\u2019s done everything she can to help them optimise their finances and enjoy their lives comfortably.<\/p>\n<\/div>\n\n\t<\/div>\n\t