Lucinda is a legal secretary working closely with Karen Lucas, Sarah Phillips, Emma Ruttley and Graeme Manfield. She is often the first point of contact for clients who are looking for advice on later life planning, probate and Wills and safeguarding vulnerable adults when calling into our Exeter office.
She previously worked in the finance industry and has a good knowledge of pensions, investments and tax planning from a Wealth Management perspective and applies this knowledge in her support of colleagues dealing with Inheritance Tax, Estate Administration, Trusts and Court of Protection.
Lucinda enjoys the consistent contact with clients, handling initial calls, basic enquiries and making appointments. Her focused client service and knowledge and understanding of investments and tax planning is combined to deliver a first-class service to clients.
Lucinda is currently completing the Graduate Diploma in Law with a view to progressing her legal career.