Anna Lawrence

Chartered Financial Planner

Accreditations: Fellow of the PFS, Associate of the Chartered Insurance Institute (ACII)

About Anna

Anna has worked in financial services for more than 40 years, initially in administration, moving to technical support and finally advising.

Her day involves ensuring her existing and new clients receive a good service and are kept informed and updated on their investments and pensions. She specialises in Inheritance Tax planning, long-term care planning and pensions.

Any firm or individual carrying out a regulated financial services activity must be authorised and registered by the FCA. See Anna’s registration. All financial advisers and planners in the UK are also required to hold a Statement of Professional Standing (SPS). Anna’s SPS.

Spotlight questions

What do you enjoy most about your job?

Talking to clients and feeling I can make a real difference to their financial future.

How do you most like to spend your time outside of work?

I enjoy walking. I love animals (excluding creepy crawlies), eating out with family and friends and reading a good book.

Something guaranteed to make your day better…


The last film you recommended to someone…

“The Green Book” – an excellent thought-provoking film.

What makes you laugh?

Anything daft.

Is there a quote or motto you try to live by?

From my father: "Aim high. You may not get as high as you want but you’ll get higher than if you aim low." From my mother: "If you cannot say something nice, do not say anything at all."

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