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Lucy Tochel

Paraplanner

I have over 20 years’ experience in financial services, having worked in both larger financial companies and small advisory firms, building my knowledge of all areas of financial planning including pensions, investments, protection,and employee benefits.

My role as a paraplanner allows me to have the opportunity to work closely with both the Advisers and back-office teams, producing the detailed research required for administering a financial plan. My responsibilities include analysing the research and data and preparing suitability letters to assist the Financial Advisers to construct their bespoke financial planning solutions for clients.

Outside of work, I enjoy spending time as much time as possible with myfamily and friends and when possible, visiting new places and having newexperiences. I also enjoy yoga, live music and the cinema.

Experience

Sector Experience

Qualifications

I achieved the level 4 Diploma in Regulated Financial Planning in 2018.I continue to further my studies to ensure my technical knowledge is developed on an ongoing basis and I remain up to date with any legislative and regulatory changes.