Lucy Logan

As a strategic financial planner, I am often asked why so many professional women choose to work with me – I think the answer is because I am one too. I have worked for more than 15 years in large corporations, taken 10 years out to raise my children and now run my own financial planning and advisory practice. After my own life took some unexpected turns, I became particularly passionate about building financial resilience for professional women. I take a holistic approach to my advice, working to ensure my clients – who range from C-suite individuals at FTSE 100 companies to business start-ups – are prepared for the unexpected. When I meet you, we will talk about your financial situation, your aspirations for the future, your lifestyle goals, how you would like your retirement to look and your contingency plans; whether you are looking to build, grow or preserve your wealth, I can provide a wide range of fully advised services, tailored to your individual needs. My strategic approach to financial planning aims to optimise your performance and ensure you move towards achieving your personal goals. While I will work hard to ensure you have the financial resilience to cope with the unexpected, my hope is that you will never need to test your contingency plan. SJP approved xx/xx/xxxx The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 22/11/2022