
Lucy Grifferty
Director & Independent Financial Planner

Lucy Grifferty
Director & Independent Financial Planner
Financial Planner Lucy Grifferty helps people in mid to later life understand their current circumstances through financial planning. She supports them and helps them achieve their personal goals through the implementation of tailored financial advice.
About Lucy Grifferty
After graduating from university, Lucy tried her hand as an auditor. She enjoyed the challenges but not the lack of work-life balance or the limited human interactions!
Lucy was given the opportunity to join a firm as an apprentice financial adviser, and the rest is history. She is now running Wholesome Financial Planning, which has allowed her to control her workload and work with friendly people every day.
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