Anne joined the team in July 2015. Anne’s main area of work is supporting the adviser team with the processing of business and paraplanning. In addition, she provides client liaison and works actively with clients on a day to day basis to ensure they remain informed and updated as to the progress of any live business matters. Anne is currently studying for her Certificate in Financial Services which she is close to completing.

Anne previously worked in the City for 15 years as a Marine Insurance underwriter, completing her qualifications as an Associate of the CII and a Chartered Insurer. After having children she worked as a Pre-School teacher for 5 years and is not sure which role was toughest!

Anne lives locally, in Maidstone. She has two children and enjoys walking with her dog Bella. She enjoys socialising & catching up with friends, is an active member of a local book club and provides an enthusiastic audience to her children's many concerts they attend.

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