Lucy Brennan AIoL

Experience

• 

  Burfield Financial Planning Ltd

  Mar 2018 - Sept 2019

  Administrative Assistant
• 

  Capstone Financial

  Oct 2019 - now

  My role is to provide administrative support to our experienced advisers who deliver financial advice on all areas of financial planning, including; investment planning, retirement planning, inheritance tax planning, protection and corporate financial needs such as auto enrolment, tax mitigation and shareholder protection.Based in Altrincham, Bolton, Manchester City Centre and Glossop, our advisers provide exceptional face to face financial advice to clients. Building trusted and long lasting relationships with our clients is very important to us and we provide a high level of personal and professional service, in a relaxed and friendly manner. The on-going advice and support provided by Capstone Financial means the financial plans put in place for our clients will always be reviewed to check if they remain current and accurate and can be adjusted where necessary to deal with any changes in their life.Our privileged position of being a Partner Practice of St. James's Place Wealth Management, means we also have access to award-winning Investment management Management through St. James's Place, recently awarded “Best Financial Adviser” at the Personal Finance Awards 2021/22.Please feel free to contact me via LinkedIn. Further information can be found at: www.capstone-financial.co.uk Show less

  • Administration Manager

    Mar 2024 - now

  • Adminstrator

    Oct 2019 - Mar 2024