Lucy Croft
Client Services Manager at Succession Wealth
Based in Daventry, United Kingdom
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Seniority
Manager
Department
Customer/Client Service
Location
Daventry
Industry
Financial Services
Company size
705
Contact information
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l•••••••@successionwealth.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Lucy Croft
I work for Succession Group, the UK's fastest-growing Wealth Planning Brand, as a Client Services Manager.Succession Group provides rich and rewarding experiences for private and corporate clients, with tailored Wealth Planning solutions to achieve clients' financial goals and expectations throughout each stage of their life.Succession Group shares a powerful and privileged connection with more than clients who have chosen to engage with our award winning services, and benefit from our innovative solutions. Over £10.5bn is entrusted to our specialist Wealth Planners and Advisers. Key to this are the principles of value, trust and excellence.We have 20 offices and more than 200 staff nationwide. We are also the only Wealth Planning business to control and own all of the services and solutions that are essential to deliver a true, end-to-end Wealth Planning solutions.
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