Lucy is very trustworthy and helpful, with a great sense of patience, always explains things in an easy manner and ensures it is easy to understand. Lucy is not pushy or forceful and always lets you make your own decisions, based on the information given. Lucy always has great interpersonal skills and is always polite to deal with. She always makes time with help and advice when needed. I would highly recommend Lucy to family and friends, who need any financial advice or assistance.
I have known Lucy in a capacity as a financial adviser, working for the Prudential for around eight years. I find that Lucy makes, what I find a very difficult area, quite straight forward and easy to understand, which I feel is so important.
Lucy has helped me and my family understand more about our finances and more importantly where we were missing out.
Lucy has always been friendly, knowledgeable and professional. I feel a lot better having someone I trust to deal with and can ask for advice when needed
Lucy has a friendly yet professional, efficient approach when dealing with clients. Everything is explained in detail regarding your personal circumstances and plan, there is always time for any questions, queries or scenarios you may have and if necessary you will be pointed to the correct body, whether it be HMRC or DWP to gain more information to help your situation. Never at any time has any face to face discussion or telephone call felt rushed. My overall experience is that I have trust and confidence in Lucy.
Lucy has been our financial adviser since 2013. We immediately took to her because of her warm friendly nature and approachable personality. Lucy is completely professional and is able to communicate and explain the complex world of finance in a way that makes you feel at ease. We have full trust in Lucy handling our financial affairs and she is now a firm family friend. We can’t recommend her highly enough.
Lucy gave me valuable advice on my pension fund. She was happy to give me information on all my options, both the benefits and disadvantages.
I was able to contact her by phone or email if I was unsure about anything and she was able to explain things, often more than once.
I found Lucy a very trustworthy adviser and I am grateful for the help I received.