01785 876222

Amy Winfield

Senior Client Services Administrator

01785 876222

Amy at work

I graduated from Staffordshire University in 2019, with a first class honours degree in photography.

I began working within financial services in 2019 and have continued to build up my knowledge of the profession since then. My goal is to work towards my diploma in financial services and become qualified to give financial advice.

On a day-to-day basis, I provide administrative support to Steve to ensure that clients receive an excellent service.

Qualifications

What do you enjoy most about your job?

I love that I can build my knowledge of financial services and provide clients with a personal service.

Get to know Amy

What is your ideal weekend?

My partner and I love travelling and exploring new places, socialising with friends and family, but we also enjoy a quiet night in with our two cats.

Who is your hero?

Elizabeth Schuyler Hamilton: As the wife of Alexander Hamilton (a founding father of the USA), she used her influence to speak out against slavery. She also founded the first private orphanage in New York City in 1806, where she helped to raise 100s of children throughout her lifetime.

What’s your favourite part of the world?

I travelled to Mexico in 2019 and it was incredible. I love the culture, language and food. I would love to travel back there soon.

What one thing can instantly make your day better?

Definitely a fancy cocktail served with a little umbrella and a wedge of lime!

What’s at the top of your bucket list?

I am currently learning Spanish, so it is a dream of mine to become fluent and visit many Spanish countries.

What’s the best advice you’ve ever received?

“Don’t stress over things you can’t change.”

Get in touch

Take your first steps towards financial freedom today. Give us a call, send us an email or use the direct message box here to get in touch with our team.

01785 876222

    Stonegate Wealth Management is a trading style of The Stonegate Wealth Group Ltd. The Stonegate Wealth Group Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under reference 945057.

    Registered office – Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW

    The information contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate trust and taxation advice as well as some forms of estate planning. You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.

    If you wish to register a complaint, please write to Stonegate Wealth Management, Bellwether House, 20 Stafford Street, Stone, Staffordshire, ST15 8QW or telephone 01785 876222.

    A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567

    Privacy Policy Cookies Policy