Financial planning for
your peace of mind
Helping you with your finances
Providing personalised financial guidance tailored to your specific needs, Ede Financial offers expert strategies for retirement, investment, tax, and estate planning, with a focus on understanding your individual situation. Whether online or in-person, our approach ensures attentive service to help you confidently navigate your financial journey.
Our Services
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Pensions
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Investments
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Protection
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Tax Planning
About Me
Why I Do What I Do
I love helping people with their finances to achieve their goals and peace of mind. My passion lies in simplifying the complex, guiding you through retirement planning, estate management, and safeguarding your loved ones. Each connection I make is a chance to support you through life’s financial milestones and challenges.
How I Got Here
With over 8 years of experience in the financial sector, I began my career at an accountancy firm before discovering my true passion in financial planning. Whether it’s strategising for retirement, building long-term savings, or mastering tax planning, I love delving deep into the details to create solutions that work. Motivated by a desire to help others achieve financial success, I earned my Chartered Financial Planner designation—a prestigious qualification that reflects my dedication to delivering the highest level of expertise and personalised service.
Other interests
When I’m not navigating the world of finance, I’m diving into new challenges. From completing an Olympic triathlon just 9 weeks after our son’s birth to designing and building a custom built-in wardrobe for our home, I approach every project with energy and creativity. Outside of these challenges, I love spending time with my family and exploring the outdoors.
Lucy Ede BA APFS
Director & Chartered Financial Planner