Lucy is a member of the firm’s Private Wealth & Estates Group, advising individuals, partnerships, trusts and companies on their personal and business financial and taxation affairs.
Lucy’s clients are predominantly UK-based but include non-domiciled individuals, entrepreneurs with global business interests, and those seeking to both move abroad and to the UK. Through her work with AIM listed companies Lucy can also support companies using International Accounting Standards as well as UK GAAP.
Her portfolio includes clients across a variety of industries, including landed estates, charities, theatre, retail, property, consultants, as well as pension funds, FCA regulated entities and LLPs. These businesses range from small owner-managed to large companies with multiple shareholders.
Lucy also carries out forensic accounting work and valuations, assisting in family court proceedings.
Lucy has been named as a leading individual in the Private Wealth industry in the City Wealth Leader’s lists for 2012, 2013, 2014, 2015 and 2016.
Lucy also holds the ICAEW audit qualification and is a responsible individual for audit purposes.
As well as contributing articles for internal publications, Lucy is often quoted in both national and industry media in relation to private client matters and has had features in the The Financial Times, The Guardian, The Daily Telegraph, and The Evening Standard, amongst others.
She joined Saffery Champness in June 2001 after qualifying as a Chartered Accountant at a firm in Kent, where she concentrated on local clients and their wide variety of businesses.
Lucy makes the most of the winter months skiing and mountain biking when possible with her husband. During the summer she supports her husband’s cycling team events with cakes, as well as burning off the cakes running and cycling. She is also kept busy and entertained by her dog.