Amy Urquhart

Area of expertise: Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance Planning, Financial Review

Amy has worked in the Wealth Management industry since 2014 having undertaken various roles such as an Administrator, Paraplanner, Senior Paraplanner and most recently a Team Leader. She is now employed as a Compliance Director which involves ensuing quality throughout the business operation and the fair treatment of customers.

Supervisor: Richard Ludlow

Professional information:

• BSc Business Management from University of Birmingham
• Started with Chattertons in October 2016
• Chartered Insurance Institute
• Chartered Financial Planner
• Fellow of the Personal Finance Society
• Qualified in 2017