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.
JM Finn’s wealth planning team take prestigious accolade.
With the S&P 500 down by 10% since February, investors question whether the president could introduce measures to stimulate market growth.
Weaker performance and derating among US tech equities after strong growth in the last few years, while European stock prices rose.