Anna Jones

Wealth Planner

07496 280043

[email protected]

Anna joined the company in June 2014, following a career in financial services spanning more than 20 years. The majority of this time has been spent working in the business development teams of large insurance companies, providing technical support and training to financial advisers.

Since joining the company, Anna has worked closely with accountants and solicitors in providing educational seminars. She enjoys providing advice in relation to investment and retirement planning, as well as advising business owners on protection strategies.

Anna is married with two children. Her free time is taken up joining the family in as many sporting activities as possible. The next challenges for her are the Great Yorkshire Bike Ride and to beat her previous time in The Great North Run.