Get to know Annie
Annie is a financial planner based on the Isle of Wight, holding qualifications in Mortgage Advice (CeMAP) and Regulated Financial Planning (DipPFS).
In her role, Annie provides financial planning services remotely via video or telephone call, meaning clients do not need to be in the same room and appointments can fit around busy schedules. Her services include investments, retirement planning, protection, and estate planning. She enjoys building long-term relationships with clients based on integrity, honesty, and trust. Taking the time to understand each client’s unique needs and aspirations enables her to provide tailored solutions designed to support their lifetime goals.
Outside of work, Annie is passionate about her dog, gardening, and walks along the beach. She values spending quality time with family and friends, whether that’s cooking, going out for a meal, or simply enjoying each other’s company.
Estate planning advice is not regulated by the Financial Conduct Authority.
In the spotlight
Hawksmoor
Certified Financial Planner
Member of Personal Finance Society
Qualifications