Amy Burge

My approach is to very much understand your financial goals, both for you and your family, and to work closely with you to put the plans in place to help you achieve these goals. Everyone’s goals are different and for example you may be looking to better understand when you can retire, how to retire early, how to pass on your estate in a tax efficient way to your loved ones, how to help your children or grand children financially, how to plan for your retirement or how to start an investment portfolio.

Whatever you are looking to achieve, I am here to help you every step of the way with expert, qualified advice.

I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life.

I work alongside the Equity Release, Protection and Wills and Trusts teams to offer you expert financial solutions and services, from starting your investment or pensions strategy journeys right up to protecting your family’s inheritance in later life – and everything in between.

I also work closely with our in-house independent Investment Team, who research, analyse and offer first class multi faceted investment propositions, with an extensive range of strategies to suit all risk appetites.