Portrait of Amy Grace

Amy Grace

Amy is a Chartered Financial Planner who works directly with our clients in all areas of financial planning. Amy completed a Masters in Mathematics (MMath (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 her free time, Amy enjoys visiting new cities with her husband Joe, practicing her cooking skills and occasionally attempting to ski.


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