Professional financial advice in Leeds

With over 15 years’ experience in the financial industry, I pride myself on providing an excellent service to both my commercial and personal clients.

Amy Enright DipFa

Wealth Management Consultant

My Approach

I build trusted long term relationships that help my clients secure their financial future.

I was privileged to be invited to join Sovereign Wealth in 2015 after a 13 year career previously with the Halifax.

I specialise in providing high quality holistic financial advice in all areas, such as inheritance tax planning, savings and investment planning, retirement planning and protection.

I’m based in the Leeds area and Shaun Hird is my practice Manager who compliments the high service standards I offer and helps with the day to day running of my office.

retired couple look back on their financial choices borderless

HOW I HELP

A plan to achieve your goals

By establishing and maintaining a close relationship, from the initial consultation through to regular reviews, we are able to create a financial plan that adapts with any changes in your circumstance.

I am very approachable, professional and you can be assured that your best interests are always at the heart of everything I do.

Throughout my career I’ve had excellent feedback from clients around the service standards I adhere to and clients show this by regularly referring me to their family and friends as they have been extremely happy with me and feel comfortable with me also helping their nearest and dearest.

how we work banner

TOGETHER WE’LL PROSPER

Powering your future

It isn’t the amount of wealth that matters most, it’s what you do with it that counts.

With our help, your wealth becomes the fuel that powers your future – a means of enjoying the life you want and looking after those you love. Whatever your goals and wherever you are in life, we build a financial plan that’s fit for the weeks, months and years ahead.

  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Protection Planning
  • Legacy
    Planning
  • Corporate Services

Effective planning to create the future you want.

What will your future be like? It can be easy to think of the future as being unknowable, but planning ahead can smooth out many of the uncertainties and help your goals and aspirations become reality. When we work with you, we always encourage you to consider the future you want – and then we help make it happen.

Planning helps you…

  • Identify goals and aspirations
  • Make important decisions today
  • Look after those you love
  • Look forward to the future with confidence

A sound investment in your future.

Investing for the future is fundamental to most people’s financial plans, but understanding how, why and what to invest in requires specialist expertise. We understand that your ideal investment strategy depends on many factors, but by getting to know your reasons for investing and your attitude to risk, we can give you the comprehensive advice you need.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Our investment planning helps you…

  • Understand your investment options
  • Spread your investments across the most appropriate assets
  • Make the right choices for you and your family
  • Build a balanced, diversified investment solution

Preparing for a richer retirement.

Most people like to look ahead to an enjoyable retirement. For many, it represents the stage of life that will give them time and space to pursue their personal passions. But it takes planning to achieve the retirement you want, and not everyone has the foresight to make the right choices today.

Retirement planning helps you…

  • Prepare for the future you want
  • Optimise your financial arrangements today
  • Plan for life’s ups and downs
  • Look forward to retirement with confidence

Protection for you and your loved ones.

We can’t see into the future, but we can help you plan for events that might happen and that could have a major impact on you, your family and your wealth. By understanding your situation in detail, we can help protect you from life’s many storms, both minor and major.

Protection planning helps you…

  • Prepare for life’s uncertain events
  • Protect your wealth from excessive tax liabilities
  • Shield your income from the impact of illness
  • Protect your loved ones if anything happens to you

Although you may have firm ideas about who will benefit from your wealth in the event of your death, making sure your intentions are carried out smoothly can be complex.

All kinds of events can end up knocking your plans off course, and it takes expert advice to make sure your wealth is protected for future generations.

Our team guides you through the process of planning the legacy you will one day leave behind. We consider the effects of inheritance tax and the possibility of unexpected events, making sure your wealth is retained and protected for those you love.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Legacy Planning helps you…

  • Make sure your wealth is passed on in the way you want
  • Minimise inheritance tax and capital gains tax
  • Create a legacy that passes to multiple generations
  • Protect your estate and assets

A firm financial footing for your business.

Running a business is hard work and it’s important to ensure your hard work is creating financial security. You and your employees all rely on your business, and taking steps to secure its financial future is all part of being successful at what you do.

Financial planning for your business helps you…

  • Secure your business’s financial future
  • Look after your finances and those of your employees
  • Build a stronger, healthier business
  • Feel confident that your business is well prepared for success
What my clients say Highly recommend

Since first meeting with Amy she has offered me great advice on my investments and explained everything in a precise, professional manor. Shaun has always been really helpful when I have needed to book an appointment to meet with Amy. I would highly recommend the service they have both provided.

What my clients say Very knowledgeable

I have been a client of SJP for more than 25 years we had two partners Before we had Amy Enright I would like to say since we moved to sovereign wealth we have been better advised with the help of Amy who is very knowledgeable and plain speaking and very easy to understand I wished we could have met up with her sooner.

What my clients say Understanding and helpful

I am extremely happy to be one of Amy’s clients. Her friendliness, understanding and helpfulness have made decision making so much easier for me.

Get in touch

You can call me direct on 07432 460838 or email me here.

 

 

Sign-up to receive my e-Briefings

Amy Enright is a member of Sovereign Wealth Limited.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE