Anita, our Practice Manager, has over 20 years experience in Financial Planning and Banking.

As well as being Ian's personal assistant, Anita is responsible for the day to day running of all aspects of our practice including finance, data management, Client and Introducer liaison, and provider contact.

She is a member of the Personal Finance Society and holds the Certificate in Financial Administration (Pensions) and the Certificate in Regulated Customer Care. She is currently working toward the full Certificate in Financial Planning.

Her outside interests include Football (a Chelsea supporter), Walking, Holidays and Chocolate!

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