Amy Shah

Chartered Financial Planner @Mattioli Woods

Preston, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Chartered Financial Planner @Mattioli Woods

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Preston, GB

EDUCATION

2014 — 2014

Aarhus University

Bachelor of Business Administration (BBA)

2012 — 2016

Sheffield Hallam University

BA Hons, International Business

2016 — 2018

University of Northampton

Master of Science (M.Sc.), International Marketing Strategy

SKILLS

Social MediaAutomotiveProject ManagementCustomer ServiceMicrosoft ExcelPowerpointNew Business DevelopmentMarketingTeamworkAccount ManagementMicrosoft OfficeTime ManagementMarketing CommunicationsEvent ManagementMarketing StrategyBusiness Strategy

ABOUT AMY SHAH

Hi, I’m Amy Let’s be honest, finances can feel confusing, overwhelming, or just plain boring. But they’re too important to ignore. My mission is to change the way people feel about money, by making it clear, personal, and even (dare I say?) empowering.Whether you\'re planning for the future, saving for something special, or just trying to make sense of what you’ve got, I’m here to help you feel confident and in control. I believe financial advice should be human, not full of jargon. I take time to understand your goals, values, and what\'s keeping you up at night, so we can build a plan that genuinely works for you.I’m especially passionate about helping people feel confident about planning for their financial future, because too many people put it off, not realising how powerful it can be. A good plan isn’t just about retirement - it’s about giving ‘future you’ more choices, more freedom, and less stress.As a Chartered Financial Planner, I’ve spent years helping people take control of their finances, from young professionals to growing families and soon-to-be retirees.If you’re ready to feel clearer, calmer, and more confident about your financial future, let’s talk

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Amy Shah — Chartered Financial Planner at Mattioli Woods in Preston, GB | Unifers