Amy Hale

Amy specialises in investment and retirement planning, alongside helping her clients to save tax and highlighting ways to make their money work harder for them. She's passionate about bridging the advice gap and ensuring that all of her clients receive the financial support they need - particularly in the early stages of building for their financial future.

Amy says that the most enjoyable part of her role is seeing not just the financial benefits that advice gives her clients, but the emotional benefits too - such as empowering them to feel more in control of their money and confident about theirs and their family’s future. She values building strong, long-term relationships with clients, as understanding each client’s unique financial situation is the foundation to securing that future.

Outside of work, Amy enjoys dance and attends various dance classes including Latin, Ballroom and Tap Dancing. She also enjoys time in the great outdoors walking her two spaniels, taking part in water and winter sports, and travelling the world with her self-converted campervan.