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FCA status: Certified by Firm
Anne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anne's status
Last checked: 11 January 2026
Anne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anne's status
14
Recent Client Reviews
Anne has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Anne has received 14 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 November 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
13
Qualifications Uploaded
Anne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
13 qualification certificates available to view
Anne has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Anne has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Anne has provided information on their typical fees
Anne has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
My primary goal is to make sure your money supports the life you want. You can take it for granted that I know all about tax, pensions and investments and how they apply to your situation. My technical knowledge has won national awards and recognition. My clients are confident and engaged in their finances and they are clear about what is required to meet their objectives. Where we need outside help I will either work with your own existing professionals or facilitate an introduction to one of my trusted experts. Most of my new clients come by way of personal introduction from existing clients.