0330 038 8940
Based in Bury
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FCA Regulated
Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 June 2025
Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Amy has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Amy has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Amy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Amy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Amy has not yet added their fees to their profile
Fees not yet added
Amy has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 June 2025
Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Amy has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Amy has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 13 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
4
Qualifications Uploaded
Amy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Amy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Amy has not yet added their fees to their profile
Fees not yet added
Amy has not yet added their fees to their profile
With several years of experience in the financial services industry, I’m passionate about helping clients achieve their financial goals, no matter how big or small. After earning an Honours degree in International Business Management, I began my career working for a Small Self-Administered Scheme (SSAS) pension provider. In 2019, I joined Financial Options Group as a Paraplanner, and soon after, I started studying for my Diploma in Financial Advice. By 2021, I had transitioned into a Financial Adviser role, offering personalised advice to help clients navigate their financial journeys. In 2024, I was proud to achieve Chartered status after completing 14 months of additional studies alongside my full-time role. It was challenging but rewarding, as it helps me give my clients the best support and advice I can. Outside of work, I enjoy travelling with my partner, Ryan, with the US being one of our favourite destinations. Closer to home, I enjoy dog-friendly breaks around the UK with our Cocker Spaniel, Bella.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Amy's clients
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