Anna is one of our Paraplanners. She has worked in financial services for more than 25 years, previously as an adviser, and as a compliance officer.

On a day-to-day basis. Anna’s work is of a technical nature, assisting our advisers with cash flow planning and technical issues relating to pensions and investments.

Anna often liaises with clients to obtain or clarify information with them.

Outside of work Anna loves walking with her dog, exploring new places and meeting other dog walkers. Her more leisurely activities include playing for a crib team and a ladies’ darts team. She also takes part in yoga classes to stay fit.

Anna enjoys quiz nights and watches many quiz-based television programmes to pick up knowledge. For a bit of down-time, you’ll find Anna settled, getting lost in a good book.