Lucie Lee – Support Paraplanner

Support Paraplanner

Since joining Financial Associates in 2015 I feel I have learnt a great deal, as well as establishing a good working relationship with our clients and the team; I feel my role as Support Paraplanner has encouraged me to better myself as an individual and to provide a high quality service to both our advisers and our clients.

I look forward to my future with Financial Associates and developing new skill sets to ensure I continue to offer a first class service for all.

Start your Journey with Lucie Lee – Support Paraplanner

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The value of pension and investments can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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