Based in our Aberdeen office, Lucy has been working for Acumen Financial Planning since March 2020.

After studying English and Finance at university, Lucy began working in the financial industry in 2015 as an administrator. She became a trainee paraplanner in another firm before taking maternity leave and then taking a trainee paraplanner role within our team. Lucy has gained the following qualifications:

RO2 – (Investment Principles and Risk)

RO3 – (Personal Taxation)

RO5 – (Financial Protection)

RO6 – (Financial Planning Practice)

Lucy currently supports Financial Planner Sue Williamson.

In her spare time, Lucy enjoys going to craft workshops with her mum and sister and caught the travelling bug when she went interrailing across Europe for six weeks at the age of 19.

What do you like most about working at Acumen Financial Planning?

“Working in an industry that is constantly evolving. In addition, our clients have such a variety of personal circumstances means there is always so much to keep learning. As a result, it is almost impossible to become bored.”

What has been your proudest career achievement to date?

“It’s cliché and still a work in progress but probably passing my exams to bring me closer to the diploma. There is no better feeling than walking out of the exam centre with a pass.”

Tell us one thing that people would be surprised to find out about you.

“Whilst applying for university, I originally wanted to study dermatology. But then I realised it would take a minimum of 7 years more studying! 18-year-old me couldn’t stomach the thought of that.”

What’s the best advice you’ve ever received?

“Treat others the way you want to be treated. Everyone deserves to be respected; personally, everyone’s path is different and professionally, every individual’s role within a company is vital to making that company work.”