Portrait of Amy Grace

Amy Grace

Amy is a Chartered Financial Planner who works with her clients in all areas of financial planning. Amy completed a Masters in Mathematics (Math (Hons)) at the University of Manchester in 2012, and started her career in wealth management as a Trainee Paraplanner in the same year. She has since attained the Advanced Diploma in Financial Planning (APFS) from the CII and gained Chartered status shortly after qualifying as an Independent Financial Adviser. In 2021, Amy was made an Associate Director of Five Wealth. In her free time, Amy enjoys visiting new places with her husband Joe and young son, Eric, and practicing her cooking skills.


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Recent posts:
Financial Planning v Investment Management Read more
Should I worry about inflation? Read more