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Anna Stone

Support Specialist

Anna joins us from previous roles both within a large pension provider, as well as boutique financial adviser firms in both Edinburgh and Glasgow. She enjoys working as part of a team and exercises good attention to detail within her role in order to ensure that the best client outcomes are always met. In her downtime she enjoys socialising with her family, boyfriend and friends, and also enjoys cooking and fitness classes.

Experience

Pensions

Savings & Investments

Financial Services Administration

Sector Experience

Working in the sector since 2015, Anna is looking to further her knowledge and career in the sector and is currently study for the Diploma in Financial Planning

Qualifications

LF1

RO1

Currently studying for RO2