Amy Barlow is a seasoned financial professional with extensive experience in financial planning and wealth management. Since August 2019, Amy has served as a Senior Specialist in Financial Planning Advice & Technical Team at Evelyn Partners, leading the Financial Planning Advice Team and overseeing the FP Process delivery team to ensure high-quality advice and service for clients. Previously, Amy held the position of Senior Financial Planning Compliance Adviser, focusing on compliance with UK regulatory frameworks and specializing in DB Transfer advice and suitability assessments. Prior roles include Wealth Manager at Coutts, Assistant Vice President at Barclays Wealth and Investment Management, and Private Banker at Coutts. Amy's career began as an Independent Financial Advisor at Campbells. Educational qualifications include a Bachelor of Arts in History from The University of Sheffield and studies at Drew University.
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