Financial Planner (Non-Investment)

Will Writer – Protection Adviser – Mortgage Broker Trainee –Committee member for the Forces Families Social Club – Mum of two and Naval Wife

 

Hi, my name is Anna and I am a Financial Planner (non-investment).

I have spent the last 10 years in Pharmaceutical Sales. Prior to that, I worked for four years in an administrative/research role for Independent Financial Advisers.

I have two young children and my husband serves in the Royal Navy. I began working for Evolution Forces Families because I wanted to empower spouses and their families to take control of their financial futures. I am based in Hampshire and cover this area in person, however am happy to take calls from wherever you are in the country.

Having completed my training with New Leaf Will Writers Federation I can give advice and take instruction on your Will and Lasting Power of Attorney. In addition, I am a qualified Protection Adviser and am working towards my CeMAP Qualification, which will allow me to offer mortgage advice in the future.

My advice is available to anyone who needs it, however I specialise in helping Armed Forces Families.

Anna’s Story

Anna’s Life as a Naval Wife: One Year On

Since her blog almost a year ago on her decision to finally accompany her Navy husband, a lot has happened for Anna…. The past year at Evolution Forces Families has been really challenging for me. I have had to adapt to going self-employed, when I’ve only ever been...

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