Lucy works with Lee Dunn and David Burridge to provide holistic financial planning for their clients.
Lucy holds the Diploma in Regulated Financial Planning and is working towards reaching Chartered status. Lucy is particularly interested in Pensions and Retirement Planning as well as Investments and enjoys the technical aspects of Financial Planning and getting into the finer detail.
Lucy has a degree in Accounting and Finance from the University of the West of England in Bristol and has worked in financial services since completing her degree, working for an IFA before joining Paradigm Norton.
Outside of work
In her free time Lucy enjoys being outside walking and exploring with her dog. Lucy is a keen runner and loves finding new and interesting routes for longer trail runs and hopes to one day be able to complete an ultra–marathon.