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MTD

Lucy Needleman

Audit Manager

Lucy is an audit manager who combines a varied portfolio of BKL clients with several technical specialisms. These include:

  • Financial services firms, particularly entities which hold client money. Clients include brokers specialising in CFDs, financial spread betting and spread trading, specialist investment managers and FX brokers
  • Membership organisations and collecting societies, including reviewing the Annual Transparency Report
  • Software development companies
  • A number of large consolidated group accounts

Since completing her accountancy training with BKL, Lucy has progressed rapidly to our audit management team. The broad experience she gained in a range of teams within BKL, including personal tax and litigation support, means she can offer clients a comprehensive service over and above her audit management skills.

Lucy takes an active role in the management and development of our audit trainees and in particular is now progressing through a Postgraduate Certification in Professional Coaching.

Outside work, Lucy is an experienced shopper and a new homeowner, expanding her skills to include interior design. Within BKL, she is a member of our events and social team.