Amy Goodall-Smith
MSc in Finance, Fellow & Chartered Financial Planner
Amy has worked in the financial services industry for over 20 years and brings a truly holistic approach, based on her clients’ unique needs and values. She works together with her clients to establish their ‘why’, the legacy they want to create and help them develop a personalised, long-term strategy.
Amy’s philosophy focuses on maintaining a long-term and trusted relationship with her clients. This relies upon providing a service of distinct quality and integrity, free from any unnecessary jargon which in turn provides her clients with confidence and peace of mind. Amy is now a Senior Partner of St. James's Place
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
