Lucy came to us from a Public Relations/Media background, with a substantial part of her early career working in Financial Services PR in London. Lucy moved back to Bedford, her home town, to start a family in 2010, where she then worked from home as the Office Manager for her husband’s publishing company, until it was sold in 2017. Lucy had a brief stint as an Executive Assistant in TV Production before joining our team at the start of 2020.
When not at work, you will find Lucy and her family outdoors visiting the many parks, lakes and countryside that Bedford has to offer. Lucy also enjoys to travel and she names Cambodia as her favourite country she has visited…..so far.
Katy has over 10 years PA/Administration experience working at Senior Manager/Board level within the finance sector, supporting Directors in Loan Markets, Asset and Portfolio Management and HR, before taking a career break in 2012 to have her daughter.
On returning to work Katy supported the HR director in a leading charity in the capacity as Personal Administrator, until she joined David Hill Wealth Management at the beginning of 2018 to support David with all administrative duties.
Outside of work, Katy enjoys spending time with her family and friends. She is actively involved in her daughter’s PTA and on the rare occasion that she has some spare time, she loves going to the cinema and theatre.
Kay has recently joined us from another St. James’s Place Partnership and has experience working both within St. James’s Place and for an Independent Financial Adviser in a range of supporting roles including Administration, Processing and Paraplanning, which has enabled her to quickly gain valuable knowledge across multiple aspects of financial planning.
Kay has recently passed Level 4 Diploma in Regulated Financial Planning and will continue her development as a Paraplanner within the Practice.
Outside of work Kay is a proud mum to three children and enjoys spending time with her friends and family.