Lucy Molina

Lucy Molina
Lucy Molina
Lucy Molina
Financial Planning and Marketing Co-ordinator

I joined Acumen in July 2017 following 5 years experience in the retail sector. I decided to take up a new and exciting position with Acumen as a Trainee Financial Planning Co-ordinator.

Now fully trained and I work closely with one of the Advisers Alex Dunk providing administration support, production of valuations, illustrations, processing of new business as well as liaising with clients and insurers in relation to investments, pensions and protection.

I train new starters to the company and am currently training one of our newest recruits Caitlin Jones. I am also involved with co-ordinating the marketing for Acumen, overseeing new projects and organising photo shoots.

I currently live in Rufford with my family, in my spare time I enjoy walking my Cocker Spaniel Max, yoga and socialising with friends.