Professional
Amy transitioned into financial services in 2020, following the completion of her Undergraduate and Postgraduate studies in Earth Sciences. She began her career as a Paraplanner, where she gained valuable insight into the industry while developing a strong foundation of technical knowledge.
Motivated by a desire to work more closely with clients, Amy chose to progress into a Financial Planner role. In doing so, she enjoys delivering tailored advice and building long-term relationships that help clients feel confident and supported in achieving their financial goals.
Amy has completed the Level 4 Diploma and is currently working towards Chartered Financial Adviser status, with the aim of achieving this by Summer 2026.
Amy completed the Institute of Financial Wellbeing Certificate in December 2025, deepening her understanding of the five pillars of financial wellbeing and how to support clients through meaningful conversations that uncover motivations, overcome barriers, and encourage positive financial decisions.
Statement of professional standing
All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).
Qualifications
You can see the qualifications Amy holds by clicking the button below.
Qualifications
Diploma in Regulated Financial Planning – DipPFS
The Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.Financial Services, Regulation and Ethics (R01)
Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.Investment Principles (R02)
Assesses a knowledge and understanding of investment products and the application of the investment advice process.Personal Taxation (R03)
Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.Pensions and Retirement Planning (R04)
Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.Financial Protection (R05)
Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.Financial Planning Practice (R06)
Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.Discretionary Investment Management (J10)
Assessing knowledge and understanding of the role of the Discretionary Investment Manager, and the ability to analyse and apply financial information and portfolio management skills.Long Term Care Insurance (CF8)
Assessing an understanding of long term care contracts.Financial Services Products and Solutions (LP2)
Assesses a knowledge and understanding of customer needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.Retirement Income Planning (AF8)
Assesses the advanced skills needed for advising on income planning to those in and approaching retirement. Applying knowledge and tools for formulating suitable strategies regarding fund withdrawals, investment risks, estate planning and other later life concerns.Mortgage Advice (CF6)
The objective of this unit is to develop an understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.UK Financial Services, Regulation and Ethics (CF1)
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.Financial Planning Process (AF5)
Assesses advisers advanced financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.Investment Planning (AF4)
Assesses in depth financial planning skills related to investments and the management of investment portfolios. Demonstrates specialist planning capabilities and a sophisticated and comprehensive approach to financial management.Equity Release (ER1)
Equity Release (ER1) develops understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.Institute of Financial Wellbeing Certificate
This 11-week programme is the very first of its kind and will give financial advisers the knowledge and tools to help their clients to be happier, not just wealthier.Get in touch
Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.
Bristol Office
Cheltenham Office
Wiltshire Office