Lucy Coutts

Investment Director & Head of York, JM Finn

Part of a group United Kingdom

1

Distinction listed

22

years in current expertise

Profile

Lucy Coutts is an Investment Director and Head of the York office at JM Finn, where she joined in 2011. She is a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI) and manages over £150 million for private clients, working closely with the firm's in-house wealth planning team.

She is a member of JM Finn's asset allocation and stock selection committees and regularly appears as a commentator on BBC Radio 4's Today programme and Wake Up to Money. She won the COLWMA Female Wealth Manager of the Year award in 2019.

Specialisms

Recognition

Citywealth Leaders List 2025 — Private Bankers & Investment Managers — Leaders List 2025 View source ↗