Lucy Halliday

Lucy has over 14 years’ experience working in financial services. 

She joined Carpenter Box Financial Advisers in 2017 with a background of working with UK and overseas clients both in a private and corporate capacity

Lucy’s specialisms include pensions, investments, inheritance tax and financial protection for both individuals and businesses.

Outside of the office

Lucy enjoys spending time with her family, gaming and playing steel pan.

Areas of Expertise

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