Anna Barnett Email and Phone Number
Anna Barnett work email
- Valid
Anna Barnett personal email
Strong compliance professional with a demonstrated history of working in regulated financial planning. I have a proven track record in delivering consultative Risk Management support in Holistic Financial Planning, DFM and Business Monitoring.I hold The Chartered Insurance Institute (CII), Diploma in Regulated Financial Planning and also Advanced Certificate in Compliance from The International Compliance Association.
Willu Financial Group
View- Website:
- willugroup.com
- Employees:
- 2
-
Compliance ManagerWillu Financial Group Oct 2023 - PresentLondon, England, United Kingdom
-
Compliance ManagerSmith & Pinching May 2017 - Oct 2023Norwich, England, United Kingdom -
ParaplannerAlmary Green Investments Ltd Jul 2013 - May 2017- Providing full technical analysis and comprehensive research on complex business such as Defined Benefit Transfers.- Providing advisers with compliant advice and support, enabling them to ensure that their clients receive high level holistic financial planning. - Providing full paraplanning service, including research and analysis, presenting solutions to the advisers and report writing.- Utilising cash flow analysis with high net worth clients. - Maintaining, restructuring… Show more - Providing full technical analysis and comprehensive research on complex business such as Defined Benefit Transfers.- Providing advisers with compliant advice and support, enabling them to ensure that their clients receive high level holistic financial planning. - Providing full paraplanning service, including research and analysis, presenting solutions to the advisers and report writing.- Utilising cash flow analysis with high net worth clients. - Maintaining, restructuring, rebalancing existing portfolios - Assessing the suitability of legacy products while identifying new business opportunities Show less
Anna Barnett Skills
Anna Barnett Education Details
-
The Chartered Insurance Institute (Cii)Financial Planning And Services -
International Compliance Association (Ica)Merit
-
The Chartered Insurance InstituteFinancial Planning And Services
Frequently Asked Questions about Anna Barnett
What company does Anna Barnett work for?
Anna Barnett works for Willu Financial Group
What is Anna Barnett's role at the current company?
Anna Barnett's current role is Compliance Manager.
What is Anna Barnett's email address?
Anna Barnett's email address is ba****@****g.co.uk
What schools did Anna Barnett attend?
Anna Barnett attended The Chartered Insurance Institute (Cii), International Compliance Association (Ica), The Chartered Insurance Institute.
What skills is Anna Barnett known for?
Anna Barnett has skills like Investments, Financial Services, Financial Planning, Retirement Planning, Wealth Management, Microsoft Excel, Paraplanning, Retirement, Training.
Who are Anna Barnett's colleagues?
Anna Barnett's colleagues are Lawrie Wilson, Matthew Harding, Andrew Dixon, Tillie Wood Wilson, Max Smith, Freddie Warn, Emma Mason (Nee Mclean).
Not the Anna Barnett you were looking for?
-
-
Anna Barnett
Service Operations Manager ,Counselling And Therapeutic Work Manager, Counsellor, Cyp Counsellor, Supervisor Freedom Programme Facilitatorhealing Together Programme FacilitatorBristol1wiltshiremind.co.uk -
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial