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.
"Baby boomers will be looking at whether they have sufficient income for retirement, possible care costs and how to pass down wealth to their children.” Anna Murdock discusses our wealth planning…