GOLDEN OAK WEALTH MANAGEMENT LIMITED - Key Persons
Job Titles:
- Administrator
- IFA Administrator
Amy has worked as an Administrator at Golden Oak Wealth Management since 2017, supporting both the financial advisers and fellow support staff alike with various administrative tasks.
She has also gained a professional qualification in R05 Financial Protection.
Her spare time is mostly spent on the touchline, cheering on her two boys! She also enjoys keeping fit.
Job Titles:
- Compliance & Operations Manager
Job Titles:
- Chartered Financial Planner