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.
JM Finn’s Andrew Mann discusses the importance of maintaining stable bond markets.
Join Jon Cunliffe and James Godrich for their monthly video commentary on global economic affairs and the investment strategy for the JM Finn Investment Management Service portfolios.
Extensive US trade tariffs likely to create short-term global market volatility and a preference for defensive assets such as gold and government bonds, writes Jon Cunliffe, Head of Investment…