Lucy Chahil

Senior Wealth Planner

Portrait of Lucy Chahil

At Work

Lucy is an experienced wealth planner with over 20 years’ experience in the financial services industry. Advising on all aspects of financial planning, including retirement & pensions, estate & intergenerational planning, and tax efficiency, Lucy often works alongside clients’ solicitors, accountants and investment managers. Lucy has a wealth of experience gained in her roles at Smith & Williamson (now Evelyn Partners) and Charles Stanley, prior to joining IPS.

She also specialises in providing financial advice to those going through the divorce process with the aim of helping them attain financial security and taking control of their finances. Every divorce is unique and by providing bespoke, tailored, financial advice Lucy helps clients navigate through to settlement and beyond.

Lucy is often featured in the national press on all aspects of financial planning and has recently been shortlisted for Professional Adviser Women in Finance Awards 2025 - Woman of the Year - Vulnerable Client Care & Financial Adviser of the Year – London.

Professional Qualifications and Memberships

  • CISI Level 6 Advanced Financial Planning (MCSI)
  • LIBF Level 4 Diploma for Financial Advisers (DipFA)
  • Member of Resolution
  • Part of Resolution’s Collaborative Working Party Committee

At Home

Outside of work, Lucy enjoys spending time with her family, in particular taking Dolly, her small Jack Russell/Chihuahua dog with a big attitude, for walks in the local countryside.

 

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