Vibrant Wealth Management Ltd
Partner Practice of St. James's Place Wealth Management
Amy O'Brien - Private Client Support & Personal Assistant
Amy joined the team in April 2017 as Private Client Support & Personal Assistant to Yogesh. Whilst completing her A-levels, Amy had numerous jobs consisting of working in retail and supporting within a care group for children with special educational needs. Amy moved to Elgin in Scotland and stayed there for almost a year working as a care assistant within a care home.
Upon returning to Yorkshire, Amy opted to start working within financial services and now has 8 years' experience within the industry. She gained experience working within Customer Service roles at Santander and Capita Asset Services. Her next move was to Towry Financial Planning, working within a central team providing support to the advisers on numerous task such as; valuation requests, processing client requests and data gathering. Amy's next step within Vibrant Wealth Management is to provide PA support to Yogesh alongside writing suitability reports, submitting new business cases and client preparation. She is also working towards further financial qualifications to help improve her knowledge and our clients experience.
Amy ensures at all times the client is at the centre of her focus and continuously provides a high level of customer service. She will be your first point of contact at Vibrant Wealth Management. Her warming nature makes her a joy to have within the Practice and she looks forward to engaging with our clients.
Outside of the office Amy is a keen baker and an avid gym goer, she specifically enjoys attending the HIIT workout and spin classes at her local gym.
Contact Amy O'Brien - Private Client Support & Personal Assistant
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.
Vibrant Wealth Management Ltd is registered in England and Wales, Number 10533345. Registered Office: Chancellor House, The Calls, Leeds, LS2 7EH.