Amy Urquhart

Amy Urquhart

Financial Services Paraplanner

Qualifications: Certificate in Regulated Financial Planning, Diploma in Regulated Financial Planning.

Amy graduated from the University of Birmingham in Summer 2014 and has since been working in the Financial Services industry as a Paraplanner. She has obtained a full Diploma in Regulated Financial Planning and is now working towards achieving Chartered status.

Amy supports the Firm's Independent Financial Advisers, compiling research for recommendations and completing suitability reports.

In her spare time, she enjoys keeping fit and socialising with friends and family.