Her story
Lucy began her career in 2012 at Mountgrange Investment Management (later Clearbell Capital), a leading UK Real Estate Fund. During her tenure, she mastered the intricacies of financial modelling, acquisitions, and debt financing, all while building invaluable relationships in the banking sector.
Equipped with a postgraduate degree in Real Estate from Oxford Brookes University, she furthered her expertise with an MSc in Real Estate Management and qualified as a Chartered Surveyor in 2015. This robust academic and professional background laid the groundwork for her deep understanding of financial metrics and strategic growth.
Her business
Driven by a desire to put her mental health first, Lucy left her job in private equity and started her own business, specialising in financial forecasting.
Lucy’s approach is grounded in the belief that anyone can run a successful business - you just need the right support and know-how. Drawing from her own journey of running a business and working with corporates, she help entrepreneurs and businesses gain a solid understanding of their finances, so they can look ahead, make confident decisions, and move past that ‘stuck’ feeling.
With a passion for simplifying the complex (and a love for turning everything into a neat, practical spreadsheet), her goal is to make finances simple, supportive, and even a little fun, so you can focus on making the impact you’ve always dreamed of.
I’m all about giving you hope, cheering you on, and making things achievable—whether it’s tackling cash flow struggles or finding smarter ways to plan for the future.
We’re in this together.
Looking to break free from feeling stuck and overwhelmed in your business?
Sign up to the mailing list.
