« Our People

Lucy Smith

Director, Trust & Corporate



Lucy joined Oak in April 2020 and has over 20 years’ experience in the financial services industry.

Prior to joining Oak, Lucy was a Director at Intertrust where she had responsibility for a large portfolio of entities with a focus on residential and commercial property and investment portfolio holding trusts and companies. She is also a personal Director on several large commercial real estate structures.

Lucy graduated from Bournemouth University in 2000 with an LLB in Business Law and is a fellow of the Association of Chartered Certified Accountants (FCCA).

Outside of Work

When not working, Lucy can usually be found at the beach either learning to surf, paddle boarding or walking her trio of hounds!