Meet the team
Chartered Financial Planner
Anne is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She is also accredited by The Society of Later Life Advisers and she is an Affiliate of the Society of Trust & estate Practitioners. She has many years of experience in advising clients in later life and fiduciaries and families acting on their behalf.
She joined Centurion Wealth Care from the financial planning arm of Francis Clark Chartered Accountants where she was principally responsible services to clients in later life. Prior to that she spent several years in Towry's personal injury team where she provided a full range of pre and post settlement services to claimants of personal injury awards and their legal advisers. She enjoys developing long-term relationships with her clients and with a wide range of professional connections who can assist her to provide a very holistic service.
In her spare time Anne is actively involved with a charity which supports vulnerable people.