Meet Amy

Amy joined our team as 17-year old apprentice straight from school. She has taken and passed a number of relevant exams and is now a qualified, confident and valued senior employee in the business.

Amy’s day-to-day role includes conducting research, producing client reports, providing quotes, implementing recommendations and maintaining clients’ files.

How I like to spend my time outside work

With family and friends.

The important stuff

Just as we encourage and support our clients to achieve their goals, so we provide encouragement and support for our team members to do the same. You can see the qualifications that Amy has obtained below.


Amy in the spotlight

What do you enjoy most about your job?

Learning new things.

Food heaven and food hell… What are they to you?

Food heaven = Pizza
Food hell = Fruit cake

Is there anything you’re embarrassingly bad at?


What is one show you never, ever miss an episode of?

The Crown

Three things guaranteed to make your day better:

Chocolate, nice weather, spending time with my family.

What three items would you take with you to a desert island?

My phone, my dog, Prosecco.


You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford


A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.



I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.



Everything is clearly explained and nothing is too much trouble for this professional and friendly team.



Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham


I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes


Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020


I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

Get in touch

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