Amy Urquhart

Compliance & Operations Manager

I feel privileged to have worked in the financial services industry for around 10 years now. I began my career working as a Paraplanner, but in more recent years I have specialised in compliance and supervisory roles. Having joined Golden Oak Wealth Management in September 2023, I am responsible for ensuring that our business operations are of the highest quality and our clients receive the best service possible.

I qualified as a Fellow of the Personal Finance Society and Chartered Financial Planner in 2017, but I am still learning something new every day!

I am quite an active person so in my spare time I enjoy playing golf, netball or going for a nice long run with my partner and working cocker spaniel Barney. If I’m not out and about, you’ll likely find me at one of the gorgeous pubs in Stamford with friends and family.

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