Lucy Chahil

Lucy is an experienced wealth planner and Certified Financial Planner (CFP™) with over 20 years' experience in the financial services industry. Advising on all aspects of financial planning, including retirement & pensions, estate & intergenerational planning, inheritance tax 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 has experience advising clients going through the divorce process, helping them navigate financial complexity and attain long-term financial security.

Lucy is often featured in the national press on all aspects of financial planning and has recently been shortlisted for the Professional Adviser Women in Finance Awards 2025 — Woman of the Year - Vulnerable Client Care & Financial Adviser of the Year – London. She was also recognised as a Top Rated Adviser 2025 by VouchedFor.

Professional Qualifications and Memberships

• CISI Level 7 Diploma in Advanced Financial Planning — Certified Financial Planner (CFP™)
• CISI Level 6 Advanced Financial Planning (MCSI)
• LIBF Level 4 Diploma for Financial Advisers (DipFA)
• Member of Resolution