In my role I support individuals and represent the team within the business, conduct 1-2-1’s, provide support and administrative duties for our financial advisers, liaise with both internal and external clients on a daily basis with regard to arranging meetings, processing new business, preparing annual review paperwork and dealing with client requests.
Who is Lucy?
What do you enjoy most about your job?
The most pleasing aspect of my role is to know what a difference we are making for our clients each and every day.
What do you do outside the office?
I enjoy spending time outdoors with our labradoodle Baxter (who is bonkers) taking long walks in an attempt to tire him out! I love to catch up with friends as often as possible whether that be over a cuppa or a glass of wine. One of my favourite pastimes is going to the theatre for a good old musical, nothing better to put you in a cheery smiley mood.
What's your ideal weekend?
Either a city break with lots of people watching, taking in the sights and sampling the local delights (food and drink of course) or a country retreat in a cosy cottage with the dog and a real fire!
I read a lot of crime dramas/murder mysteries so I wouldn’t say I have a favourite book but rather a favourite genre.
Santorini has to be top of the list.
Dream dinner party guests?
My nearest and dearest friends as I know there would be plenty of laughter and maybe the odd tear as we reminisce.