Amy Wakeford Email & Phone Number

Experienced Employee Benefits Associate with a demonstrated history of working in the financial services industry.Since 1987 Prismatic Wealth's team of experienced independent financial advisers have delivered creative and innovative solutions via a bespoke, tailored service which has resulted in the company currently managing over £200 million of client funds.At Prismatic Wealth we pride ourselves on being friendly, professional and approachable with the expertise to deal with the whole financial planning and employee benefits spectrum. Our clients’ values are at the heart of our business. We deliver a high level of service and are committed to developing our client experience, from ensuring we have the most experienced, qualified and committed staff to introducing new technologies to our client communication proposition. Skilled in Portfolio Management, Microsoft Excel, Microsoft Word, Employee Benefits Design, and Sales. Strong finance professional with a Bachelor's degree focused in Psychology from Northumbria University.

Listed skills include Financial Services, Powerpoint, Investments, Microsoft Excel, and 13 others.

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  Employee Benefits

  Prismatic Wealth Limited

  Nov 2014 - Present - Stockton-On-Tees