Amy’s approach

Amy brings 30 years of financial and impact experience to her practice. She supports clients as they navigate the process of designing bespoke impact strategies. She identifies best practices to engage all her clients’ impact assets-networks and connections, skills and wealth. She works with professional advisers in wealth management, private client law and tax so that they are prepared to have initial discussions with their clients about philanthropy and impact investment. She then supports them as their clients begin or continue their impact planning. She also facilitates private evenings with clients and their advisers to allow for peer to peer sharing and learning. By utilising a values-based approach, her strategies are beneficiary led and impact focused.

Her underlying principle is based on her belief that the word “philanthropist” needs to be reframed and focused on the goal of being a “Net Giver”- having given more than you have taken. With that principle in mind, she leads her clients on a journey that offers a greater understanding of what achieving impact can feel like.

Evidence shows that people who are satisfied with their impact strategies give and invest significantly more over their lifetimes. Amy believes that her bespoke and discreet values led approach offers clients the most satisfying journey to action. She weaves her financial advising experience with her over two decades of experience in the charitable sector, including a MSc from LSE in International Development and Humanitarian Emergencies, to create an approach that represents diversification of her clients’ impact assets and risk mitigation. The results leave clients feeling empowered and excited about being a Net Giver.

Setting a plan for how to monitor and evaluate the outcomes and impact of a strategy is a step not to be missed. It is great to make philanthropic grants and impact investments but if one is unable to measure its success over time it won’t be rewarding or build connections across generations. Each family member needs to be able to influence the direction of travel. Collectively defining what success could look and feel like helps to direct the travel.

Delivering these strategies is not easy. If it were then all the problems would have been solved. However, the process should be fun and feel good. It takes time. Mistakes will happen. However, the best learning comes from celebrating the gift of failure and realising that making a difference is a lifelong commitment. It is a journey to share with your family.