Biography
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.
Chartered Financial Planners from the JM Finn Wealth Planning team provide guidance on making the most of your allowances ahead of the tax year end 2024.
As our population ages and life expectancy grows, more of us will need to pay for costly long-term care in later life. Could long-term care insurance be a solution?
Rebecca Dawkins, Associate Wealth Planner, and Anna Murdock, Head of Wealth Planning review the impact of the changes announced in the Spring Budget.