Lucy Jones

Client Relationship Manager

Work History
Lucy had previously worked for eight years for a clothing security tagging company. She joined Financial Management as she was keen to work for a local, well-respected company.

What do you like best about your job?
Lucy enjoys learning new things, which is perfect in the Financial Services industry where regulations and products change regularly.  Also, the broad range of services and client needs keep the work interesting.

Interests outside of work?
Outside of work, Lucy enjoys dog walking and spending time with her children and husband plus socializing with friends at the weekends.

Office
Penn Barn

Telephone
01494 817151

Email
lucy@fmifa.com

Contact Lucy

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.