Lucie Spencer

With over 20 years’ experience within the financial services industry, Lucie is a Chartered Financial Adviser and a Fellow of the Charted Insurance Institute.
Lucie is also a Society of later life accredited adviser, which is the gold standard for financial advisers working in the later life and care fees planning arena. She is an Associate Member of Resolution, which is an organisation that offers resources to clients who are divorcing.
Lucie specialises in looking after our most vulnerable clients including those who are going into care, have suffered a serious injury or who are going through a divorce or separation.
Lucie is also a Dementia Friend Champion so understands the challenges that this disease can present and how best to support.
Lucie worked for 15 years at HSBC Bank both as a manager of large and small branches and a Financial Adviser before moving to Evelyn Partners 6 years ago. She felt that her natural ability to support those who were going through a life changing event enabled her to empathise with those who needed the additional support.
Lucie is also a team leader within Evelyn Partners and manages a team of 4 financial planners. Her team range in experience from four years advising through to thirty five years therefore requiring different support and management.