Amy Urquhart

Amy Urquhart

Compliance Director

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

Amy has worked in the Wealth Management industry since graduating from university in 2014. She qualified as a Chartered Financial Planner and Fellow of the Personal Finance Society in 2017, but still intends on taking other relevant exams from time to time. She and the Wealth Management Support Team help the firm's Independent Financial Advisers in various ways, including with research and administration, but their ultimate aim is to ensure that clients are happy and can reach their financial goals.

Professional information:

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