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Lucy Sergeant

Lucy joined Killik & Co in 2007.  She started her Killik journey on the Account Opening team, then after a few years joined the ISA team. But 9 years ago she joined Tax and Trustees where she has enjoyed dealing with the estates side of the team. Lucy works on the estates where Killik & Co Trustees are Executors on a clients Will, she has great experience dealing with the estates. Lucy prides herself to always have a great relationship with the families as this is a difficult time for them and she wants them to understand that she will be there every step of the way.  Outside of work Lucy loves spending time with her friends and family.

Talking about planning for your finances once you have passed away can be a tricky discussion and not one that comes easy to some people. 

 

“I believe our team with years of experience and qualifications can help make these times easier for many.  From processing the Will to when sadly the times comes dealing with the estate we are always professional and always make the hard times easier.”

Lucy Tee

Ipswich header

Ipswich branch

Crown House, Crown Street

Ipswich

IP1 3HS

Nearest Station: Ipswich