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Lucy Birtwistle
Director – Family Office
Lucy is a Relationship Manager in the Family Office team, working closely with families, assisting them on a range of aspects from their everyday needs to their longer term succession plans. She acts as trusted advisor for families, often engaging the next generation and preparing them for the responsibilities associated with the privileges of wealth.
Before joining the Group, Lucy worked at Deloitte focusing on governance and succession planning for family businesses, having previously worked in their private client tax practice.
Lucy is a Chartered Accountant and in April 2021 was listed as one of the top ’40 under 40’ advisors at the PAM Awards. She also won the Society of Trust and Estate Practitioners ‘Young Advisor of the Year’ award 2017/18.