Lynda Amos
CeMap, BA (Hons), FPFS
I provide quality financial planning advice based on a thorough understanding of clients’ individual financial circumstances. Aligned to this, is a review service that enables you to proactively help provide financial security for yourself, your family or your business as your needs and circumstances change.
About
A Chartered Financial Planner and a Fellow of The Personal Finance Society, Lynda has spent over 20 years in the financial services industry. Prior to accepting the invitation to join St. James's Place as an Associate Partner Practice, she worked as a Financial Consultant with NFU Mutual, addressing the financial planning needs of both private and corporate clients, primarily across Herefordshire and Gloucestershire.
Lynda is one of the highest qualified practitioners in her field. Specialising in investment planning, retirement planning and tax mitigation strategies, she assists clients in realising their financial goals and aspirations as well as helping them to preserve wealth through the generations.
Lynda is committed to ensuring her industry knowledge and experience continues to deliver value for clients. In the ever changing world of financial planning she places strong personal and ethical emphasis on her ongoing professional development.
Outside work Lynda enjoys playing golf, squash and running in the beautiful Herefordshire countryside.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
