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Chartered Financial Planner

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Chartered Accountant

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Member of the East Midlands Chamber

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Associate Firm of the Personal Finance Society

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Chartered Alternative Investment Analyst (CAIA)

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Chartered Fellow of the Securities and Investment Institute (CISI)

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Fellow of the Personal Finance Society

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Member of the Personal Finance Society

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Award in Long-Term Care Insurance

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Member of the Personal Finance Society

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    Lucy Fawcett

    Trainee Investment Manager

    Meet Lucy

    Lucy conducts day-to-day trades to align our clients with discretionary portfolios and assists Ben with analysing and developing WKM’s portfolio performance. Lucy is currently working towards her CISI Investment Advice Diploma qualification.

    Lucy is very creative. In her spare time, Lucy enjoys baking, particularly bread and lemon drizzle cakes. She also enjoys sewing dresses and creating items for her house. Otherwise, she is often going on spa days and spending time with her cat Mabel.

    2 minutes with Lucy

    Meet the rest of our team

    Adrian Mee
    Chartered Financial Planner and Director
    Neil Wattam
    Financial Planner, Chartered Accountant and Director
    Ben Wattam
    Chartered Investment Manager and Director
    Tim Kirby
    Chartered Financial Planner and Director
    Loz Gee
    Operations Manager
    Daniel Partridge
    Chartered Financial Planner and Director
    Ben Toms
    Administrator
    Becca Coleman
    Administrator