Lucy Austin Financial Planning

Lucy Austin

My goal is to empower you with the knowledge and support needed to achieve your financial goals and to build a lasting, trusted relationship with you. I’m here to provide a friendly, approachable service, always committed to giving you peace of mind today and in the years to come.

About

Managing finances can feel overwhelming at times. That’s why I focus on building lasting relationships with my clients, taking the time to understand their unique financial situations, goals, and aspirations—both now and in the future. I believe that everyone deserves access to professional financial guidance, presented in a clear and friendly manner.

With over 20 years of experience in the television industry, I understand how to get the best value out of each decision. I managed complex, large-scale productions ensuring that creative ideas were brought to life within budget and on schedule. Throughout my career, I’ve developed strong leadership, problem-solving and communication skills, all of which have been invaluable in my transition to financial advising and allow me to provide clear and effective financial guidance for my clients.

Outside of work, I love spending quality time with my family and friends, getting outdoors and walking my dog. Balancing work and personal time is important to me, as it allows me to bring a well-rounded, thoughtful approach to everything I do.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 28/11/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.