She began her career in financial services while at university, completing her Diploma in Regulated Financial Planning alongside a degree in Physics.
After starting her paraplanning career in 2022 at a Chartered firm in Scotland, Lucy joined Perspective in 2023 and progressed into a Financial Planner role in 2025. She holds the Advanced Diploma in Financial Planning and additional advanced qualifications, including long term care insurance.
Lucy delivers personalised advice across retirement and estate planning, protection, long term care and investment and tax strategies. She is particularly passionate about helping clients understand complex financial matters clearly and confidently.
