About Amy
I began my wealth management career in 2011 on the stockbroking desk in Guernsey where I provided dealing services and advice to private clients, intermediaries, and asset managers. I now work as an Investment Manager in the London office and look after private clients on a discretionary, advisory and execution-only basis. I thoroughly enjoy developing personal, trusting relationships with clients, and helping them to achieve their objectives and goals. I am a Chartered Fellow of the CISI having completed their highest qualification, Level 7 Chartered Wealth Manager.