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.
As Andy Burnham is poised to become the UK’s new Prime Minister, there is a stark difference between the way the IMF and the UK’s business leaders view the change.
Watch our latest market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Watch the June video update on the JM Finn Investment Management Service.