0330 038 8942
Based in Houghton-le-Spring
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Anna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anna's status
Last checked: 08 April 2025
Anna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anna's status
5
Recent Client Reviews
Anna has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Anna has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Anna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Anna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Anna has not yet added their fees to their profile
Fees not yet added
Anna has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Anna (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Anna
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Anna (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Anna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anna's status
Last checked: 08 April 2025
Anna is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Anna's status
5
Recent Client Reviews
Anna has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Anna has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 04 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Anna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Anna has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Anna has not yet added their fees to their profile
Fees not yet added
Anna has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Anna (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Anna
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Anna (based on 6 first impressions)
With a decade of experience in the financial service industry, I've had the privilege of working with a select group of firms, honing my expertise across various facets of advice, from pensions to protection and everything in between. My journey began as a technical support resource for advisers, which provided me with a strong foundation before transitioning to an advisory role. My passion lies in connecting with individuals, providing valuable support, and instilling a sense of reassurance. I firmly believe that financial advice is about not only achieving short and long-term objectives but also ensuring peace of mind. I provide a holistic service, looking at your circumstances as a whole and ensuring that I provide guidance in all areas and establish any gaps in your existing planning. I am a Medics Money approved adviser and enjoy helping Doctors and other NHS professionals with advice tailored to their specific needs as well as being able to provide more specialised guidance around the NHS pension scheme. Outside of work, you'll often find me with my horses or my dogs, while my husband is on the cricket pitch!
Offers available through VouchedFor
Contact Anna through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Anna's clients
Based on responses provided by clients who have reviewed this adviser
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