Peter Robinson
In recent years, Peter has worked on a contract basis with a major network reviewing new business submissions and has also provided paraplanning and compliance services to Financial Advisers.
Previously Peter worked as an IFA and prior to that held Senior Management positions with Mercer, Abbey National IFA and KPMG.
Peter has an extensive knowledge of the financial market place.
Lucy Buchanan
Lucy has worked within the Financial Services Industry for over 15 years. Initially involved in Back office support to customers, she then moved into Project roles specialising in the implementation of Process change to improve the customer experience.
Latterly working for a Long Term Savings & Pensions Company, she is also an accredited Master Black Belt in the Lean Six Sigma Methodology. This means she has an excellent statistical and analysis ability, ideal for the role of a Paraplanner.
She has an MA(Hons), an MBA, is a Chartered Banker and has her CertPFS (Paraplanning). She is currently working towards her Diploma in Financial Planning.
