Amy Whitehouse

Amy Whitehouse

Financial Options Group

Minimum savings/pensions: Over £50,000

0330 038 8940
Based in Bury
View location
Top Rated 2026
Verified since: February, 2025
4.9 out of 5

12 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 May 2026

    Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • Recent Client Reviews

    Amy has not received any reviews in the last 12 months

    Amy has not received any client reviews in the past 12 months

  • Restricted Financial Adviser

    Last checked: 05 September 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

    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

    Fees not yet added

    Amy has not yet added their fees to their profile

About

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. Financial Options Group is a trading name of CJP Financial Services Limited which is an Appointed Representative of Quilter Financial Services Ltd which is authorised and regulated in the UK by the Financial Conduct Authority (FCA) and are registered on the FCA Register with Firm Reference Number: 440703. CJP Financial Services Limited is also registered on the FCA Register with Firm Reference Number: 466798 Approver Quilter Financial Services Limited 23/03/2026