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Westerwood Financial Planning Limited

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Lucy Moran is an experienced Financial Adviser with 14 years in the financial industry and a Diploma in Financial Planning. 

After 8 successful years as a financial adviser with Prudential Financial Planning, Lucy was delighted to establish her own financial advice business, Westerwood Financial Planning Limited, as part of The Advice Partnership from Prudential.

Lucy has been helping people achieve financial security throughout her career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Lucy takes pride in providing investment solutions to meet individual client needs. She provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Lucy provides sound, personal and expert advice. 

In her spare time, Lucy is a keen horse rider and enjoys keeping the horses fit. She also has 2 dogs and loves to spend time outdoors exploring the countryside with them.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

Lucy is very trustworthy and helpful, with a great sense of patience, always explains things in an easy manner and ensures it is easy to understand. Lucy is not pushy or forceful and always lets you make your own decisions, based on the information given. Lucy always has great interpersonal skills and is always polite to deal with.  She always makes time with help and advice when needed. I would highly recommend Lucy to family and friends, who need any financial advice or assistance.      

February 2021

I have known Lucy in a capacity as a financial adviser, working for the Prudential for around eight years. I find that Lucy makes, what I find a very difficult area, quite straight forward and easy to understand, which I feel is so important.

Lucy has helped me and my family understand more about our finances and more importantly where we were missing out.

Lucy has always been friendly, knowledgeable and professional. I feel a lot better having someone I trust to deal with and can ask for advice when needed 

February 2021 

Lucy has a friendly yet professional, efficient approach when dealing with clients.  Everything is explained in detail regarding your personal circumstances and plan, there is always time for any questions, queries or scenarios you may have and if necessary you will be pointed to the correct body, whether it be HMRC or DWP to gain more information to help your situation.  Never at any time has any face to face discussion or telephone call felt rushed.  My overall experience is that I have trust and confidence in Lucy.

February 2021

Lucy has been our financial adviser since 2013. We immediately took to her because of her warm friendly nature and approachable personality. Lucy is completely professional and is able to communicate and explain the complex world of finance in a way that makes you feel at ease. We have full trust in Lucy handling our financial affairs and she is now a firm family friend. We can’t recommend her highly enough.

February 2021

Lucy gave me valuable advice on my pension fund. She was happy to give me information on all my options, both the benefits and disadvantages.

I was able to contact her by phone or email if I was unsure about anything and she was able to explain things, often more than once.

I found Lucy a very trustworthy adviser and I am grateful for the help I received.

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Westerwood Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.