Lucy Nelson Apfs

Partner - Chartered Financial Planner at Pinnacle Wealth Management

Lucy Nelson APFS is a Partner - Chartered Financial Planner at Pinnacle Wealth Management. With a background as a Senior Consultant at St. James’s Place Wealth Management, Lucy is dedicated to helping people redefine wealth on their own terms and achieve their lifelong ambitions for long-term freedom and peace of mind. Lucy holds a Bachelor of Science (BSc) degree in Accounting and Finance from the University of Leeds.

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Timeline

  • Partner - Chartered Financial Planner

    June, 2017 - present