Amy joined the team in December 2023 as an Independent Financial Adviser. Amy is also a non-practicing Solicitor who specialised in Divorce and complex financial proceedings before retraining as a financial adviser.
Amy is unique in her professional expertise and in particular working with clients who are going through divorce or separation and advising on how best to achieve their future financial goals. Amy believes that to confidently make difficult decisions during often traumatic periods in life we need knowledge and support. Amy’s experience allows her to work with clients and their solicitors during legal proceedings and beyond to achieve the best outcome for clients and provide financial security.
Amy helps clients take control of their financial circumstances and fully review their financial goals and objectives. The peace of mind that comes with professional and bespoke financial advice is a valuable part of Amy’s work.
Amy uses cashflow lifestyle planning to support the planning process and develop robust long-term solutions. Amy’s specialisms include investment and retirement planning, tax planning, protection planning for you and your family as well as protecting any maintenance that may be awarded as part of legal proceedings.