Lucy Forbes
Paraplanner
Lucy has over 10 years’ experience in the financial services industry, specialising in high-quality report writing, cashflow modelling, and providing comprehensive support to advisers. She thrives in a detail-driven environment and takes pride in delivering clear, well-structured advice documentation that helps ensure clients receive the best possible outcomes.
Lucy is known for her proactive approach, strong attention to detail, and commitment to continually improving processes to enhance the overall client experience. She is also a core PPI group member within the Epidemiology Group at the University of Aberdeen, reflecting her interest in research and collaborative working.
Outside of work, Lucy enjoys spending time with family and friends and making the most of her downtime, whether that’s exploring new places or relaxing at home.