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.

Penn Barn

01494 817151


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financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423

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Thank you for this confirmation to investment additional funds to your ISA. Your adviser 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.