Personal Tax Manager/Family Office
Anne is a Fellow Chartered Accountant, having qualified in 1996
She has updated her FCA qualification from SFDR (Securities and Financial Derivatives Representative) which she used whilst working in investment banking – to an IFA qualification that allows her to help people to understand the impact of time, investment and tax on their wealth planning.
She has recently achieved a distinction in the STEP Advanced Certificate for Estate Administration, which gives an in-depth look at the principles of tax and law behind the testamentary freedoms we enjoy in England and Wales.
Anne works closely with her clients to ensure their tax affairs are fully compliant and will pass the closest scrutiny.
Away from work Anne enjoys skiing in Austria with her family and walking her dog.