Lucy Heath-Thompson

Lucy Heath-Thompson is a Financial Planning Director specialising in helping individuals and families plan with confidence for the future through tailored retirement, estate and tax planning advice. With more than 20 years' experience in financial services, including a decade at Investec and now with Rathbones, she has supported clients through a wide range of financial opportunities and challenges, helping them make informed decisions at every stage of life.

Lucy studied Financial Services at university and holds Fellowship of the Chartered Insurance Institute (CII), the profession's highest qualification. This reflects her commitment to maintaining the highest standards of technical expertise and delivering exceptional client-focused advice.

She lives in Islington with her husband and their two young sons. Outside of work, family life keeps her busy, and she is a keen Arsenal supporter.