Anna is a Private Wealth Manager within Anderson Strathern Asset Management. She advises on a range of financial planning matters including Strategic Investment, Tax Planning, Pensions and Retirement Planning and Protection.
Anna is particularly interested in tax efficient investment opportunities available on the market including Enterprise Investment Schemes and Venture Capital Trusts and also works closely with our clients in projecting their finances and circumstances forward and subsequently setting their investment strategies.
Anna holds the Diploma in Regulated Financial Planning as well as an extra diploma unit in the new Pensions Freedoms. She is a member of the Chartered Insurance Institute and the Personal Finance Society.
Anna is also a Scottish qualified solicitor and Notary Public within the Private Client department of Anderson Strathern LLP. As a solicitor she is involved in advising on wills, trusts, powers of attorney and the administration of estates.
When she’s not busy with her career at Anderson Strathern, Anna loves to travel, and has spent time in America, Asia, the United Arab Emirates and Africa. In 2011, she summited Mount Kenya and now has Kilimanjaro in her sights…