Passionate about delivering first class mortgage and protection advice, Amanda’s infectious enthusiasm and sparkling personality immediately puts her clients at ease.
As a Receptionist at Lincoln Financial, Amanda quickly recognised that she wanted to make a difference to the way financial advice was being delivered. She decided to study and take the certificate exams at her own volition. Her next role was that of a Paraplanner at True Bearing Ltd, learning on the job as she worked alongside a number of Independent Financial Advisers.
An opportunity arose for her to become a partner in an Estate Agent. She took this but soon realised that her heart belonged to financial services. Amanda then joined a mortgage specialist business, where she focussed on mortgage and protection advice. At this time, Amanda learnt that True Bearing Ltd were searching for a specialist mortgage adviser. Her expert advice and financial expertise in this area led her to being offered a job. Amanda believes that True Bearing Chartered offers the right environment to learn and to share experiences. In addition, True Bearing Chartered Financial Planners provides the opportunity for her to work to her full potential.
Amanda sees herself as a great connector bringing people with a common interest together and has excellent contacts throughout the North West. A committed team player, Amanda strives to provide quality, accurate and detailed information to ensure her clients benefit from the very best of her advice.
Amanda lives in Lytham with her 15 year old son, Daniel. Amanda loves networking and is a great socialiser. In her spare time, she enjoys skiing and cycling.
For Advice On:
CF1 – UK financial services, registration and ethics
CF2 – Investment and risk
Ro5 – Financial Protection
MAQ – Mortgages