Lucy Logan
DipPFS BSc (Hons)
After a successful career in industry, Lucy wanted to combine her passion for financial services with her love of supporting people, and so she launched Calderwood Financial in 2021. She works closely with businesses, advocates, and other professionals to optimise results through strategic planning and alignment with their personal goals. She also has particular expertise in providing advice during bereavement and those going through divorce proceedings.
About
Lucy has worked for more than 15 years in large corporations and now runs her own financial planning and advisory Practice providing pension planning, investment planning, intergenerational wealth planning and inheritance tax planning advice.
When you meet Lucy, you will talk about your financial situation, your aspirations for the future, your lifestyle goals, how you would like your retirement to look and your contingency plans; whether you are looking to build, grow or preserve your wealth, Lucy can provide a wide range of fully advised services, tailored to your individual needs.
Her strategic approach to financial planning aims to optimise performance and ensure you move towards achieving your personal goals.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
