Areas of expertise

Anna specialises in advising high net worth individuals and families. She is experienced in crafting bespoke financial plans in respect of wealth accumulation, retirement, estate planning and intergenerational wealth transfer. She works collaboratively with lawyers, accountants, and investment managers to ensure cohesive and aligned advice.

Experience

Over 15 years experience in Financial Services. Anna has worked exclusively in the high net worth space. At Evelyn Partners since 2021, and previously at Saunderson House (now part of the Rathbones group).

Notable client work and achievements

Anna specialises in guiding individuals through challenging life events, particularly divorce, with an empathetic and personalised approach. By aligning financial strategies with each client’s values and priorities, she empowers them to move forward with clarity and confidence. Her strength lies in building long-lasting relationships rooted in trust. She takes time to understand each client’s unique circumstances, offering thoughtful guidance during emotionally charged times. Whether navigating settlement decisions or planning for a new financial future, Anna is a steady hand, helping clients make informed choices that reflect what matters most.

Professional qualifications/memberships

Chartered Financial Planner and Fellow of the Personal Finance Society