Financial Planner
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.
Talking about money might not be at the top of your agenda, but we can transform your financial journey into something conscious and rewarding. Grab a cuppa for an informal, no obligation chat with one of our experts to see if we could be the right fit for you.
Paradigm Norton Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Our FCA Register number is 455083
Registered in England Reg
No 4220937, VAT Reg. No 918550904
