Indpendent Financial Planner

Lucie Kirkpatrick

DipFA

Lucie has worked in finance for over 20 years starting her career as a chartered accountant and working in corporate roles across taxation, corporate finance and investor relations. Having always managed her own personal finances and provided informal advice to others she decided to shift careers to becoming a financial planner, finding great satisfaction in being able to use her skills and knowledge to better enable others to achieve their objectives and reduce the stress often associated with managing finances.

Lucie is a holistic financial planner and looks at all aspects of a client’s needs including protection, pensions, investments and estate planning. She makes sure to understand what the client is trying to achieve and their current situation, tailoring her advice to their circumstances and personal objectives. She is particularly keen to help clients in mid-life considering numerous life issues whilst often lacking the time to ‘get up the learning curve’ and address their own financial planning.

Lucie holds the Diploma in Regulated Financial Planning from the CII and is also a chartered accountant (ICAS). She is a trustee director of the corporate trustee company of the Reed Elsevier Pension Scheme. She lives in West London with her husband and two children.