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  • Home
  • Who We Are
  • Values and Mission
  • What we do
    • Investment Advice
    • Pensions and Retirement Planning
    • Estate Planning
    • Personal Protection
    • Business Protection
    • Cash Flow Modelling
    • On-Going Portfolio Reviews
  • Terms of Business
  • Contact
  • News

Lucy Williams

Independent Financial Adviser
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Since joining Beaumont in 2017, Lucy has become a fully qualified Independent Financial Advisor. 
 
Previous to working at Beaumont Lucy gained experience in the financial industry working at an accountancy firm during a university placement year. During this time Lucy gained an in-depth knowledge of financial analysis and tax treatment.
 
Lucy combines her personal experience with her knowledge of investments and financial planning to provide advice that will enable clients to achieve their financial goals.

Outside of work Lucy enjoys horse riding, running and outdoor pursuits.
Click here to contact Lucy

Oswestry

01691 670524

chester

01244 621762

shrewsbury

01743 297751

Email

mail@beaumont-financial.co.uk
The content of this website is for information purposes only and does not constitute advice.