Amy MacKinnon

My role includes working with the administration team to help support the Financial Planners. I enjoy providing detailed research and analysis for the adviser to use to help make the most suitable recommendations for their clients.

This is what I’ve done…

After completing a degree in Economics, I knew I was interested in pursuing a career in Financial Services. Since University I have worked both locally and in the West End, from which I have developed a wealth of experience and passion for the industry.

Whilst in the industry I have continued to challenge myself completing various industry relevant exams. As a result, I have received the below qualifications:

  • Certificate in Life & Pensions
  • Certificate in Financial Services
  • Award in Pensions Update
  • Diploma in Financial Planning

I am continuing my studies and hope to achieve my Advance Diploma in Financial Planning shortly.

…And this is what I’m all about

In my spare time I enjoy socialising and seeing new places with my close friends and family. Out of work I like to keep fit and have a couple of sessions a week with my personal trainer. I have a keen interest in cooking and have a strong attitude to learn new skills, hoping to add the ability to play the guitar soon.

Our People

Simon Frost

APFS - Director and Chartered Financial Planner

Scott Atkinson

DipCII, DipPFS - Director and Financial Planner

Scott Shadwell

DipPFS - Financial Planner

Emma Saunders

DipPFS - Financial Planner

Rod Edwards

DipPFA - Financial Planner

Lewis Keates

Office Manager & Paraplanner

Nathan Simmons

Paraplanner

Sheila Kehoe

Client Services Manager

Lucy Cunningham

Client Services Manager

Paige Gray

CertCII (FS) - Client Services Manager

Elisabeth Anderson

Client Services Manager

David Shepherd

Operations Manager

Valerie Stock

Operations Manager

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