Biography
Lucy joined JM Finn in 2007 having graduated from Southampton Solent University with a Business Studies degree in 2006 and worked for HSBC Investments. Lucy first worked in the ISA department then since 2010 has worked with Freddy Colquhoun. Lucy holds the Investment Advice Diploma and is a member of CISI.
Lucy leads on the administration of the portfolios, with support from her team, and assists with investment needs. She also works on the Model Portfolio Service (MPS) for advisors.
Lucy lives with her husband, identical twin daughters and son who keep her busy outside of work.
How did JM Finn’s Investment Management Service portfolios perform in January?
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the positive returns in equities and bond markets despite volatility.
Advances in AI workflow tools have sparked both a sell-off in some professional services company shares, as well as debate around whether or not AI could fully replace them.