About Lucy
Lucy began her career in financial services in 2014 in the administration space and is now an experienced practice manager. Her role includes overseeing and improving client-focused and business processes, internal documentation and risk management, checklists and working alongside Shadi & Angus to achieve business objectives for the firm.
Outside of work Lucy enjoys spending her time with husband Paul, son Hunter and their Borgi puppy, Benji.
An interesting fact about me
I joined the profession as an apprentice administrator, not knowing the career path I wanted to take. I very quickly fell in love with the financial planning space and have never looked back!
Meet the rest of the team
Angus Kirk
Director & Financial Planner
Shadi Kirk
Director & Financial Planner
Danielle Wilson
Financial Administrator
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.
Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.
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