She is responsible for a wide range of the day-to-day administration including obtaining information from various providers, scheduling and preparing for meetings, producing valuation and performance reports, fund analysis and other important documentation.
Amy is especially handy with both of our client portals – the Personal Finance Portal and the Standard Life Wrap Portal!
Delivering outstanding client care is very important to Amy and she will be delighted to help you with any questions you may have.
Amy recently achieved a degree in English Literature and is passionate about both reading and writing.
She particularly enjoys sport and spending time outdoors, whether that be paddleboarding on the river, horse-riding or going to the gym.
Articles by Amy