Lucy Atthis

Profile Summary

I am Lucy, a financial adviser with extensive experience in the industry since 2013. I work with both individuals and corporate clients, specialising in investment, retirement, and estate planning. I take the time to understand each client’s unique circumstances, simplifying complex financial matters to add real value and help clients make confident, informed decisions. My approach is always tailored to meet the individual needs of each client, ensuring strategies are practical and achievable. Outside of work, I enjoy music, attending sporting events, and I captain my local netball team. I take pride in working with a diverse range of clients and building strong, lasting relationships. Please note: The value of investments can fall as well as rise, and you may get back less than you invested. I only recommend products that are suitable for your circumstances and risk tolerance.

Investment & Financial Services Offered

Who Lucy Atthis Works With

Lucy works with a broad range of clients, including: - Individuals seeking guidance on investments, retirement planning, or estate planning - Corporate clients looking for tailored employee financial solutions - Clients at different stages of life, from early-career investors to those approaching retirement - Those looking for bespoke advice to manage risk and plan for long-term financial security Her clients value a personalised, clear, and approachable style, and benefit from her ability to simplify complex financial matters while addressing their unique circumstances.

Investment Philosophy & Approach

Lucy’s investment philosophy is centred on clarity, suitability, and long-term planning. She believes in building portfolios that align with each client’s goals, risk tolerance, and investment horizon. Her approach focuses on diversification to manage risk while aiming for sustainable growth over time. She prioritises clear communication and client understanding, ensuring that investment strategies are straightforward and tailored to individual needs. Lucy also carefully evaluates the suitability of higher-risk or alternative investments, ensuring clients are aware of potential risks and returns before committing capital.

Fees & Charging Structure

Lucy’s fees are personalised and vary depending on each client’s individual needs. All fees are agreed upfront and are only applied with your explicit consent. For an accurate estimate, clients are encouraged to contact Lucy to discuss their specific circumstances and the type of advice required. Investment and Pension Advice Fees are typically based on a percentage of the amount invested or transferred, generally ranging from 1% to 3%, depending on the size of the investment. Ongoing Advice If you choose to receive regular ongoing advice and portfolio reviews, an additional annual fee may apply, usually between 0.5% and 1% per year, depending on your portfolio value, service level, and personal circumstances. Alternative Fee Arrangements Some clients may prefer advice charged via an hourly rate, a fixed fee, or a combination of fee structures, depending on the complexity of the work involved. Payment Method and Transparency Fees are typically deducted directly from your investment or pension pot for convenience. Since 2012, advisers cannot receive commissions from investment or pension providers, ensuring Lucy is paid solely by the client and that advice remains fully independent.

Areas Served

United Kingdom nationwide, Willing to travel to meet clients up to 20 miles from WC1V 7JZ.

Frequently Asked Questions