Paraplanner
Current
Nov 2024 - Present
AeroLeads people directory · profile
Anna Morgan Email & Phone Number
Paraplanner
at
Synthesis Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Paraplanner
Location
Bath, England, United Kingdom
Company size
Who is Anna Morgan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Anna Morgan is listed as Paraplanner at Synthesis Wealth Management, a company with 3 employees, based in Bath, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Anna Morgan.
Anna Morgan previously worked as Paraplanner at Wise Mortgages and Mortgage and Protection Case Manager at Better.Co.Uk. Anna Morgan holds Ro2 from Chartered Insurance Institute.
Company email context
Email format at Synthesis Wealth Management
This section adds company-level context without repeating Anna Morgan's masked contact details.
Synthesis Wealth Management
Review company-level records connected to Anna Morgan before choosing the right outreach path.
Profile bio
About Anna Morgan
Anna Morgan is a Paraplanner at Synthesis Wealth Management. She possess expertise in teaching.
Listed skills include Teaching.
Current workplace
Anna Morgan's current company
Company context helps verify the profile and gives searchers a useful next step.
Synthesis Wealth Management
10 roles
Anna Morgan work experience
A career timeline built from the work history available for this profile.
Paraplanner
Mortgage And Protection Case Manager
Apr 2023 - Aug 2023
Mortgage Case Manager
Dec 2022 - Apr 2023
Protection Case Manager
Apr 2022 - Dec 2022
Mortgage Case Manager
Dec 2021 - May 2022
Junior Case Manager
Jan 2021 - Dec 2021
Document Specialist
Mar 2020 - Jan 2021
Holiday Camp Assistant
Sep 2016 - Sep 2018
Boarding/Classroom Assistant
Surval Montreux
Sep 2014 - Aug 2015
Team & coworkers
Colleagues at Synthesis Wealth Management
Other employees you can reach at synthesis-wealth.co.uk. View company contacts for 3 employees →
SS
Samantha Skuse
Colleague at Synthesis Wealth ManagementBath, England, United Kingdom, United Kingdom
View →
JW
Jessica Winsley
Colleague at Synthesis Wealth ManagementBath, England, United Kingdom, United Kingdom
View →
JB
Jonathan Barnes
Colleague at Synthesis Wealth ManagementLondon, England, United Kingdom, United Kingdom
View →
Samantha Skuse
Colleague at Synthesis Wealth ManagementBath, England, United Kingdom, United Kingdom
View →
JW
Jessica Winsley
Colleague at Synthesis Wealth ManagementBath, England, United Kingdom, United Kingdom
View →
JB
Jonathan Barnes
Colleague at Synthesis Wealth ManagementLondon, England, United Kingdom, United Kingdom
View →
7 education records
Anna Morgan education
Cf6 - Mortgage Advice
Financial Protection (R05)
Team Leader/ Supervisor- Level 3 Apprenticeship
Dsw
Master Of Research (Mres)
Bachelor Of Science - Bs, Food And Nutrition (Hons), First
FAQ
Frequently asked questions about Anna Morgan
Quick answers generated from the profile data available on this page.
What company does Anna Morgan work for?
Anna Morgan works for Synthesis Wealth Management.
What is Anna Morgan's role at Synthesis Wealth Management?
Anna Morgan is listed as Paraplanner at Synthesis Wealth Management.
Where is Anna Morgan based?
Anna Morgan is based in Bath, England, United Kingdom while working with Synthesis Wealth Management.
What companies has Anna Morgan worked for?
Anna Morgan has worked for Synthesis Wealth Management, Wise Mortgages, Better.Co.Uk, Trussle, and Thornton College School For Girls.
Who are Anna Morgan's colleagues at Synthesis Wealth Management?
Anna Morgan's colleagues at Synthesis Wealth Management include Samantha Skuse, Jessica Winsley, and Jonathan Barnes.
How can I contact Anna Morgan?
You can use AeroLeads to view verified contact signals for Anna Morgan at Synthesis Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Anna Morgan attend?
Anna Morgan holds Ro2 from Chartered Insurance Institute.
What skills is Anna Morgan known for?
Anna Morgan is listed with skills including Teaching.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Anna Morgan you were looking for.
View similar profiles
