Anne-Marie is a Chartered Financial Planner based in the East Midlands with over 20 years’ experience in the financial services sector. In 2007 she qualified as a Financial Planner, gaining the Diploma in Financial Planning in 2012, and Chartered in 2024.
Her passion is helping clients achieve their personal dreams and objectives, through solid financial decisions. Her clients describe her approach as professional, friendly, and pragmatic.
Anne-Marie has a strong technical knowledge but considers her real strength is building lasting relationships with clients, tailoring a personalised financial strategy, as part of;
- Planning towards retirement
- Providing families with financial security
- Estate planning – Ensuring lifelong wealth is protected and passed onto beneficiaries.
Anne-Marie experience extends to advising ex-pats, in areas such as offshore investments and pensions (QROP’s) and returning to the UK.
When away from work, she loves travel, mostly Italy, road trips and Snowboarding in the winter. Weekends are spent with family, walking the dogs and taking care of her 2 horses. She also enjoys competing in Cross county and show jumping.