Lucy Thomlinson
DipPFS
I have been proudly working with St. James's Place since 2014 and am delighted to have our own Partner Practice in Stowmarket, advising with my husband.
About
I offer a relaxed approach to finance, preferring to cut out all the jargon and make money more interesting. Building your own wealth, managing your finances and reaching your goals should be an easy to understand pleasure, not a bewildering nightmare. Many people have a confusing pile of pension paperwork they have accumulated from old jobs and have never even looked at - If you have such a pile of papers - get in touch and I can review them for you.
Life is unpredictable and does not always go smoothly, and I am a big believer in protecting the people you love. Protection is for everyone and I dislike the injustice of people being turned down for insurances and protection, so if this has happened to you, please get in touch as I can help with life cover, income protection, mortgage and business protection. I can also cast fresh eyes over any investment planning, inheritance tax issues or simply the financial plans and goals you have.
Our worlds rely on making money, spending it, paying tax on it, trying to protect it, and eventually passing it to someone we hopefully love – it is good to get advice and help from time to time on all the different ways we can do this, and this is why I love what I do.
Nigel and I love travelling, especially to Italy, and we dote on both our lovely Granddaughter Carly, and our little dog Charlie.
Testimonials
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.
