Lucy Grimshaw

Trainee Financial Planner

After starting work outside financial services,  Lucy opted for a career change and hasn’t looked back. She is enjoying the client interactions and has successfully completed her CII exams to become a qualified adviser. Lucy is now studying toward Chartered status; the minimum standard we encourage all our advisers to be.

Away from work, Lucy loves being in the outdoors with her horse and spaniel. She regularly goes skiing with her boyfriend and often attempts crazy runs off piste.