Anna Willis

Anna Willis Email and Phone Number

Chartered Financial Planner at Cestrian Financial Planning Services Limited @ Cestrian Financial Planning Services Limited
chester, cheshire, united kingdom
Anna Willis's Location
Greater Cheshire West and Chester Area, United Kingdom
About Anna Willis

Anna Willis is a Chartered Financial Planner at Cestrian Financial Planning Services Limited at Cestrian Financial Planning Services Limited. She possess expertise in pensions, retirement planning, investments, inheritance tax planning, income protection and 2 more skills.

Anna Willis's Current Company Details
Cestrian Financial Planning Services Limited

Cestrian Financial Planning Services Limited

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Chartered Financial Planner at Cestrian Financial Planning Services Limited
chester, cheshire, united kingdom
Employees:
7
Anna Willis Work Experience Details
  • Cestrian Financial Planning Services Limited
    Chartered Financial Planner
    Cestrian Financial Planning Services Limited Dec 2015 - Present
  • Sanlam Uk
    Chartered Financial Planner
    Sanlam Uk Jul 2008 - Nov 2015
    About Sanlam:We're a financial company dedicated to helping people and companies create, grow and protect their wealth. Through a combination of innovative and market leading products and solutions, the provision of high quality Wealth Planning advice and a desire to deliver a client experience like no other, we aim to redefine how client wealth is invested and managed and how financial advice is given and received in the UK. We have big plans and ambitious goals. We want to be… Show more About Sanlam:We're a financial company dedicated to helping people and companies create, grow and protect their wealth. Through a combination of innovative and market leading products and solutions, the provision of high quality Wealth Planning advice and a desire to deliver a client experience like no other, we aim to redefine how client wealth is invested and managed and how financial advice is given and received in the UK. We have big plans and ambitious goals. We want to be a leading wealth management business; but we never forget whose money we look after and the value of the trust we hold. Our UK business is part of Sanlam Limited, the long term AA(-) rated international financial services group which has been advising clients around the world for nearly 100 years. Valued in excess of £7 billion, enjoying profits of £312 million in 2013, employing over 30,000 individuals worldwide and managing more than £44 billion in client assets, the Sanlam Group is an organisation with a growing global presence. In the UK we have a strong reputation for innovative product development and design, first class customer service and forward thinking investment management. However, we benefit greatly from the expertise of the global group and its collective experience, deepening our knowledge and strengthening our offering. Show less

Anna Willis Skills

Pensions Retirement Planning Investments Inheritance Tax Planning Income Protection Holistic Financial Planning Life Insurance

Anna Willis Education Details

Frequently Asked Questions about Anna Willis

What company does Anna Willis work for?

Anna Willis works for Cestrian Financial Planning Services Limited

What is Anna Willis's role at the current company?

Anna Willis's current role is Chartered Financial Planner at Cestrian Financial Planning Services Limited.

What schools did Anna Willis attend?

Anna Willis attended The University Of Sheffield.

What skills is Anna Willis known for?

Anna Willis has skills like Pensions, Retirement Planning, Investments, Inheritance Tax Planning, Income Protection, Holistic Financial Planning, Life Insurance.

Who are Anna Willis's colleagues?

Anna Willis's colleagues are David Brassington, Lucy Bateman, Sandie Gilbert, Lisa Brassington, Chaya Walpolage.

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