Private Wealth Director
Lucy joined Oak in April 2020 and has over 20 years’ experience in the financial services industry. Prior to joining Oak, Lucy was a director at Intertrust where she had responsibility for a large portfolio of entities with a focus on residential and commercial property and investment portfolio holding trusts and companies. She was also a personal director on several large commercial real estate structures. Lucy graduated from Bournemouth University in 2000 with an LLB in Business Law and is a fellow of the Association of Chartered Certified Accountants (FCCA).