Speak to a team member now

Phone Icon 0800 029 1110


Hannah Lucy

Chartered Financial Planner

I am a Chartered Financial Planner and I have been advising clients since 2013.

I specialise in providing advice to individuals and families regarding their investment, protection, pension and estate planning needs. I enjoy building long term relationships with my clients, working in partnership to produce an individual plan based upon their evolving needs.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South West


Dorset, Hampshire

close icon
Family sat together in garden

Send an email to Hannah Lucy

"*" indicates required fields

This field is for validation purposes and should be left unchanged.