Ingrid Breed
Advisor Experience Manager
Email: ingrid@amity.co.za
Postgraduate Diploma in Financial Planning
Amity Investment Solutions is excited to announce the appointment of Ingrid Breed as our new Advisor Experience Manager. Ingrid’s role will be to assist our advisor partners in growing their businesses, enhancing their advice proposition, enriching their client service and improving their business efficiency. She will also ensure our advisor partners are kept up to date with the latest developments in investment markets and our outcomes-based investment solutions.
Ingrid is passionate about the financial advice industry and continuously looks for ways to enhance the financial wellbeing of clients. She has spent the past nine years building a strong foundation in the operational, business development, and advisor side of the financial advice industry. Her experience as business development manager at a well-known advice network and as a financial advisor at one of South Africa’s biggest wealth managers equips her to add value to our advice partner’s businesses and their clients.
In her own words: “I look forward to collaborating with the Amity team, driving our shared mission forward, and contributing to the ongoing success of the team and our clients. Together with our advisor partners we can ensure that clients get bespoke, suitable and evidence-based advice.”
For any enquiries about Amity’s offering to independent financial advisors, Ingrid can be contacted at 082 404 4633 or ingrid@amity.co.za