Anne has over 30 years’ experience working within the Financial Services Industry and has experience in working on both sides of the industry - within an Insurance Company for over 10 years then continuing her employment within a Financial Advisor Office.
Anne helps with the administration of pension and investments and supports our adviser Chris O’Toole, she is also one of the first points of contact for financial services clients.
Her responsibilities include
- Administration of pension and investments
Anne is a keen runner having completed numerous Marathons, including the London Marathon in 2018
Certificate in Financial Planning
Certificate in Pensions Administration