Anne is a Chartered Financial Paraplanner and a Chartered Insurer and has worked in financial services since 1992. She completed the advanced diploma in Financial Planning at the end of 2014 before achieving her Fellowship of the PFS in 2016. At that time, Anne received an award for the best examination result from the Southampton Chartered Insurance Institute and Personal Finance Society. She brings a wealth of experience to TLB.
Anne enjoys mentoring and helping her colleagues, especially with examinations. She loves problem solving and taking on new challenges. She believes that it is vital to continually look for ways to improve and innovate.
Out of work Anne enjoys visiting her family in Yorkshire and planning home improvements.