Stephanie Jones

Lucie Gee

Advising clients since: 2011

Qualifications: BSc (hons) Mathematics, DipPFS

Areas of expertise: Retirement Planning for business owners

Lucie specialises in retirement planning for business owners using self-invested personal pensions (SIPP) and small self-administered schemes (SSAS). She particularly enjoys helping clients align their retirement planning with their business objectives whilst also providing advice on other aspects of their financial planning, including business protection and planning for exit. Lucie's own objective is to build long term relationships with clients.

Lucie studied at Liverpool University where she completed her BSc (Hons) in Mathematics with Management.

Lucie lives in South West London and in her spare time loves good food and wine, and most forms of exercise!