Anna is our Head of Financial Planning. She joined the group in 2012 having originally trained as a lawyer, but quickly discovered her passion for finance and transferred from Anderson Strathern to ASAM in 2014. She achieved Chartered Financial Planner status in 2019 and since then, she’s advised a range of clients on strategic investment, tax planning, pensions and retirement planning and protection. She finds personal injury trust work particularly rewarding.
Her current role enables her to focus on building long term relationships with our clients and she works closely with all of our financial planners, helping to drive business growth and to develop our future business strategy.
In her spare time, Anna is a keen adventurer, having spent time in America, Asia, the United Arab Emirates and Africa. She’s very much looking forward to when she can introduce her young family to her love of travel.