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Home > Hannah Lucy

0191 5196028 Email

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South West

Covers

Dorset, Hampshire

Hannah Lucy

Chartered Financial Planner

I am a Chartered Financial Planner and I have been advising clients since 2013.

I specialise in providing advice to individuals and families regarding their investment, protection, pension and estate planning needs. I enjoy building long term relationships with my clients, working in partnership to produce an individual plan based upon their evolving needs.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South West

Covers

Dorset, Hampshire

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Investing

Financial Planning

Expertise in

Location

Hannah Lucy

Expertise in

Location

Expertise in

Location

Hannah Lucy

Expertise in

Location

Send an email to Hannah Lucy