Meet the team
Home | About us | Meet the team |
Caitlin Wyeth
Paraplanner
I started working at Asset Management in 2021 part-time, whilst I was completing my Psychology degree at the University of Winchester. Once I finished my degree, I started working at AMFA full time in the client support team. Being a part of the client support team gave me a huge insight into the industry and taught me many valuable lessons about how to handle each client’s personal journey at AMFA.
Since finishing my degree, I have started taking my financial planning exams with hopes to become a qualified financial adviser. To support my progress with my exams, I have recently moved to the paraplanning team where I am learning new skills and developing my understanding.
Outside of work, I enjoy supporting Southampton football club as a season ticket holder and spending time with my friends and family.
ASK FOR A NO-OBLIGATION CONSULTATION
Call 02380 420 606 for a quick chat or contact us and we can arrange an initial consultation. Whatever life-stage you are at right now, we'd love to help.
ARTICLES AND INSIGHTS
How we created our own discretionary mandate proposition
In my last illuminate article, I asked whether it was time for firms to create their own discretionary investment...Read more
