0330 038 8942
Based in Glenrothes
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Amy has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Amy has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 24 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Amy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Amy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Amy has not yet added their fees to their profile
Fees not yet added
Amy has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amy (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Amy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amy (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Amy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Amy has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Amy has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 24 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Amy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Amy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Amy has not yet added their fees to their profile
Fees not yet added
Amy has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amy (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Amy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amy (based on 7 first impressions)
When Alice asked the Cheshire cat which way she should go, he wisely answered, ‘That depends a good deal on where you want to get to.’ Since she didn't know, it didn't matter. I’ve started Destination Wealth to help YOU: • Figure out where you REALLY want to go • Understand where you are now • Change direction as needed I was a bit like Alice, but now I have a destination. The road led to a career change and a long uphill climb. It will take discipline to reach the ultimate goal; financial freedom. Only 17% of UK advisers are female (see FCA Research Note ‘Gender Diversity…Nov 2019). I’m one of the c.17% of Chartered Insurance Institute members who have achieved the highest qualification-Chartered Financial Planner status (cii.co.uk 2023). If you’re running a successful business, I’m keen to connect with you. You are likely well-organised, but financial stuff can overwhelm you. You spin many plates! Maybe you’ve been putting off retirement planning due to more pressing concerns. Imagine how it would feel to know exactly what you need and whether you’re on track! Be assured that there is no charge for my time, and if we decide to work together, you only pay when you actually take out a product. Other than a career break to raise children, I've worked in financial services since 2000, both advising and supporting. I bring a wealth of experience in protecting loved ones, planning for retirement and investing. Outside of work I enjoy spending time with family and friends, church, creative writing, jogging and music. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
Offers available through VouchedFor
Contact Amy through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Amy's clients
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Adviser Disclaimer
Destination Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.