Financial Planning Assistant
Lucy joined David Allen Financial Services in February 2018. She worked for another local financial services, accountancy based business since 2016 and brings with her great experience to further strengthen our team.
As a Financial Planning Assistant, Lucy works closely with our team of advisers, paraplanners and assistants to support the day-to-day running of the Financial Services department, ensuring clients receive a first class service. She prepares all administration relating to investments, pensions and protection, drafting and completing Wills, lasting power of attorneys and severance notices, as well as assisting with probate matters. She also helps with any client queries and liaises with other financial providers as needed.
Lucy lives in Carlisle with her parents. In her spare time she loves shopping, going on holiday and walking in the lakes.