Lucy Goodwyn
DipPFS
I am a qualified Financial Adviser with over 20 years of industry experience, dedicated to helping individuals and business owners achieve financial security and long-term success. My passion lies in providing tailored, face-to-face Wealth Management services, building lasting relationships based on trust and professionalism.
About
My passion for financial wellbeing drives me to provide tailored, face-to-face advice that aligns with each client’s unique goals. Whether it’s investment planning, retirement planning, inheritance tax planning, or intergenerational wealth transfer, I am committed to delivering personalised solutions that offer long-term security and peace of mind.
Based in Essex, I work closely with clients across the region and beyond, building trusted relationships founded on professionalism and integrity. My approach is centred around understanding individual circumstances and providing clear, effective strategies to navigate life’s financial challenges. Looking ahead, my goal is to continue helping empower clients with the knowledge and tools to make confident financial decisions. I also believe in giving back and supporting charitable causes that align with my values, making a positive impact beyond financial services. I am a Trustee for the Ending Life’s Taboo charity who provide rapid access to end-of-life counselling to young adults aged 18 to 45 years old - Ending Lifes Taboo
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
