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Amy MacKinnon

Amy MacKinnon

Chartered Financial Planner

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Essex

About me

I started in the industry 7 years ago and in the last 3 to 4 years I have been working directly with clients as an adviser. I really enjoy what I do and love getting to know different people and what makes them tick. I believe this then helps me deliver the most tailored advice.

I work with a range of clients and equally enjoy working with clients looking to start building wealth with some direction as well as helping clients who are already established but may need some help in regard to arranging their wealth and helping them decipher and achieve their goals.

In my spare time I enjoy spending time with my friends and family and love to get out and about whilst keeping active. I also enjoy traveling abroad and am looking forward to a few holidays this year.

My details

I like helping people on:

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Pensions – I’m getting started

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Pensions - I’m approaching retirement

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Inheritance planning

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Pension transfers

My qualifications:

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Chartered Financial Planner

My charging model:

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Ongoing % fee