Lucy Harris, Paraplanner

Lucy Harris

I have worked in the finance industry since 2015 and joined Pilgrim Financial Planning as a paraplanner in 2019. I hold a Diploma in Financial Planning and am working towards attaining Chartered status.

My role involves understanding people’s situations, and what they want to do and achieve and working with the financial planners to find the best solution– something that I find rewarding and enjoyable.

In my spare time, I enjoy walking, and cooking with my fiancé and our young German Shepherd. I am also a keen traveller and was lucky enough to spend two years exploring Australia, Thailand and Indonesia before settling down in Somerset.

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