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.
Investment Director Charles Bathurst-Norman covers key developments in global macroeconomics and equity and bond market performance.
Investment Director Andrew Mann explains why the unglamorous world of complex infrastructure can often prove to be defensive investment assets.
Escalating conflict in the Middle East has driven energy prices higher and added fresh uncertainty for investors.