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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Lucy Ellis

Photo of Lucy Ellis

Wealth Planner

As a Wealth Planner, I enjoy establishing long-lasting relationships with clients, to help them identify their needs and objectives to ultimately achieve the best outcome for their wealth. I cover advice in all areas of financial planning including, retirement planning, estate planning and investment management. I joined CGWM as a Wealth Planning Assistant with an Economics degree from the University of Leeds. I hold the diploma in Regulated Financial Planning, and I am working towards achieving chartered status.

Location: London

A bit about me:

In my spare time I enjoy keeping active, whether that’s in the gym or outdoors on long distance runs. I also love spending quality time with my friends and family.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do means seizing every opportunity with a positive attitude and working towards achieving the best possible outcomes for our clients.

Contact:

View Lucy Ellis's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.