“Finances can be quite stressful. What is good about my job is that I can take away that stress and give my clients the peace of mind that they have that part of their life sorted so that they can enjoy the rest of it.”
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Amy is a Wealth Adviser in our 1762 team, where she looks after the financial planning requirements of high-net-worth individuals with complex financial needs. Her focus is on entrepreneurial and C-suite clients, assisting both them and their families.
She advises clients on financial strategy so that they can achieve their goals, supporting them with their investments where needed. This involves helping them to understand what financial independence means to them, something that is especially important for entrepreneurs approaching an exit.
Amy’s career started in the private banking world, first at Butterfield Private Bank in 2011 and then at Kleinwort Hambros in 2015. From there she moved to RBC Brewin Dolphin in 2019, fully qualifying as a financial adviser through the Chartered Institute for Securities & Investment (CISI) soon after. She is also a Fellow of the CISI and a Chartered Wealth Manager.