Lucy graduated from Southampton Solent University with a Business Studies degree, and has since gained the Investment Advice Diploma and become a member of CISI. In 2006 Lucy began working for HSBC Investments and transferred to JM Finn in 2007, first working in the ISA department. Lucy has worked with Hugo Bedford and Freddy Colquhoun since 2010, assisting with investment and administrative needs, as well as assisting the Tailored Platform Solutions team. Lucy lives with her husband and identical twin daughters who keep her busy outside of work.
James Godrich reviews the portfolios within the Coleman Street Investment service.