Lucia Rippa
Financial planning
Areas of expertise
Court of Protection, Personal Injury & Clinical Negligence, Cash flow planning, Personal & Occupational Pensions, Financial & Estate Planning.
Experience
Lucia has over 12 years’ experience in banking & wealth management and has worked at Evelyn Partners since 2018, She is based out of the Bristol office and working towards Chartered Financial Planner status. Throughout her career Luvia has worked with a very wide range of clients on their retirement planning, protection and IHT & estate planning
Lucia specialises in the protection and investment of catastrophic damages awards and has spent the last four years working within the Personal Injury and Court of Protection team. Lucia is also a Member of the Court of Protection Practitioners Association ensuring she stays up to date with any developments and best practice.
Professional qualifications and memberships
CF8 qualified in specialist Long-Term Care needs
Member of the Chartered Insurance Institute
Diploma in Regulated Financial Planning - DipPFS