Description
I help people feel more confident and in control of their finances, with a particular passion for supporting women through life's transitions. I understand first-hand what it's like to navigate unpredictable income and build a path on your own terms and I bring that understanding into every conversation I have with clients.
I believe in sharing the things I wish I'd known sooner - about money, planning ahead, and building lasting financial security.
I offer support with:
Budgeting & cash flow – making sense of irregular or complex income
Financial goal-setting – short, medium and long-term planning
Pensions & retirement planning – building a pot for the future, whatever your work pattern
Investments – guidance on helping to grow wealth in a way that fits your risk appetite
Protection planning – specialist insurance and safety nets for life's unexpected moments
Tax-efficient planning – making the most of allowances and reliefs
Debt management – strategies to help reduce and manage debt with confidence
Life transitions – planning through career change, divorce, bereavement, having children, and more
Financial education – building the knowledge and confidence to make informed decisions
Estate & legacy planning – helping with protecting and passing on wealth
The value of your investment can go down as well as up. You could get back less than you invested.
Lucy Austin Financial Planning 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.
SJP Approved 23/07/2026
