0330 038 8942
Based in Worthing
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: January, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Amelia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Amelia's status
Last checked: 02 April 2025
Amelia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Amelia's status
4
Recent Client Reviews
Amelia has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Amelia has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Amelia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Amelia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Amelia has not yet added their fees to their profile
Fees not yet added
Amelia has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amelia (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Amelia
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amelia (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Amelia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Amelia's status
Last checked: 02 April 2025
Amelia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Amelia's status
4
Recent Client Reviews
Amelia has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Amelia has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Amelia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Amelia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Amelia has not yet added their fees to their profile
Fees not yet added
Amelia has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amelia (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Amelia
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Amelia (based on 4 first impressions)
I am an independent Financial Planner providing genuine lifestyle financial planning. We specialise in advising people who are: • Business owners: we help you make the most of the opportunities that owning a business can have. • Planning for retirement: we’ll give you choices about how and when you can retire with the wealth you have. • Already retired: we’ll create a proper financial plan to help you achieve what you want in retirement. • Divorcing: we provide expert advice and sympathetic, dedicated support at the time when you need it the most. Our focus is on working with clients who seek an ongoing, long-term trusted partnership with a financial planner. So, if you want someone who genuinely cares about you and your family and is focused on you achieving the best life possible from your wealth, then we would love to hear your story. I should also mention that we’re: • Staunchly independent: by not being tied to any particular providers, we can recommend the most suitable products and providers to meet your financial goals. • Committed to doing the right thing by you: if the right thing to do is nothing, then that’s what we’ll do. We won’t coerce you into doing things simply so we can earn a fee. • Local and flexible: we’ll work around you to meet (or speak) at times and locations that work for you. Working with clients across the South East and London. • Specialists: we’ve honed our expertise to work with people who’re either planning retirement, retired, divorcing or business owners.
Offers available through VouchedFor
Contact Amelia through VouchedFor and your initial 1 hour 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 Amelia's clients
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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