Anna joined JM Finn in 2015 to establish and run the Firm's new Wealth Planning offering. Originally from the North-East of England, Anna has a BA Hons Degree in Psychology from Newcastle-Upon-Tyne. Anna is a Chartered Financial Planner, has achieved Fellowship of the Chartered Insurance Institute (CII) and also holds the Investment Management Certificate (IMC). Prior to joining JM Finn, Anna was Head of Financial Planning at UBS Wealth Management in London. Anna has been providing clients with Wealth Planning advice since 2004 and specialises in personal financial planning including estate and retirement planning.
Anna has been nominated for the 2019 Women in Financial Advice Awards as Financial Adviser of the Year - London.
As much as April is associated with fools, springtime and new beginnings, it is also a time to consider implementing smart financial planning strategies as it marks the end of another tax year.
There are a number of reasons as to why you may wish to settle assets in trust, but one of the most prominent is to protect family wealth and to look after the long term interests of family members.
As the Duke of Westminster would stand testament, the benefits of trusts are that they can be designed so that the assets held therein do not form part of an individual’s estate, thus providing the…