Lucy Heath-Thompson London skyline
Lucy Heath-Thompson

Lucy Heath-Thompson

Paraplanner

London

+44 (0)20 7597 1234

About me

I support Tom Whillier in the Financial Planning Team at our offices in London. Tom provides advice to clients on retirement, estate and protection planning. I prepare and implement the recommendations Tom has provided and maintain the ongoing administration.

Specialisation

Financial Planning

Background/Experience

After graduating in 2009, I worked for three Independent Financial Adviser firms in London before joining Investec Wealth & Investment in 2017.

Qualifications

I have a BA (Hons) in Financial Services and hold the Diploma in Financial Planning. Currently studying for the Advanced Diploma in Financial Planning and hope to complete this by the end of 2018.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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