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Anna Evans Email & Phone Number

Financial Adviser committed to empowering clients in making informed decisions to secure their financial futures. at Quilter
Location: Milton Keynes, England, United Kingdom 16 work roles 3 schools
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Current company
Role
Financial Adviser committed to empowering clients in making informed decisions to secure their financial futures.
Location
Milton Keynes, England, United Kingdom
Company size

Who is Anna Evans? Overview

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Quick answer

Anna Evans is listed as Financial Adviser committed to empowering clients in making informed decisions to secure their financial futures. at Quilter, a company with 1851 employees, based in Milton Keynes, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Anna Evans.

Anna Evans previously worked as Financial Planning Consultant at Quilter and Protection Advisor at Quilter Financial Advisers. Anna Evans holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.

Company email context

Email format at Quilter

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Quilter

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Profile bio

About Anna Evans

I'm a passionate Financial Planning Consultant with a Diploma in Regulated Financial Planning. With a background in banking operations, financial consultancy, and private equity, I'm committed to empowering clients in making informed decisions to secure their financial futures. Let's connect and explore how we can navigate the intricacies of protection and finance together!

Current workplace

Anna Evans's current company

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Quilter
Quilter
Financial Adviser committed to empowering clients in making informed decisions to secure their financial futures.
london, england, united kingdom
Website
Employees
1851
AeroLeads page
16 roles

Anna Evans work experience

A career timeline built from the work history available for this profile.

Financial Planning Consultant

Current
Apr 2024 - Present

Trainee Financial Advisor

Milton Keynes, England, United Kingdom

Jun 2023 - Apr 2024

Data Manager

Northampton, England, United Kingdom

  • In depth data analysis for multiple e-commerce businesses. Creating, tracking and presenting evidence based dashboards for the use of financial and operational decision making.
  • Creation of monthly and weekly meeting packs, using statistical analysis.
  • Data Governance - Quality control of existing data. Monthly auditing to maintain regulatory compliance.
Jan 2021 - Nov 2022

Fund Analyst

Northampton, England, United Kingdom

  • Continuous market analysis of Fine Wine Markets using Liv-Ex Platform
  • Monthly buy/sell reporting
  • Trading and back office support
  • Fine Wine pricing strategies using market analysis
Jul 2019 - Jan 2021

Senior Consultant

Jdx Consulting

London, United Kingdom

  • Role: Operations Project ManagerRole: Technical Learning Partner
  • Designed and delivered global graduate training programme.
  • Successfully initiated, modelled and implemented a global e-learning system and learning management system to enable global consistency.
  • Specialised in technical training delivery, (including Banking Operations, Regulations, AML/KYC) to multiple career levels.
  • Drove strategic people development by partnering with stakeholders to align business goals and objectives with L&D needs.
  • Orchestrated statistical data creation and MI reporting to executive committee to facilitate communication channels for growth and future planning.
Jan 2018 - Jul 2019

Consultant

Jdx Consulting

London, United Kingdom

Capital Resources - Role: Business Analyst

Jul 2016 - Dec 2017

Associate Consultant

Jdx Consulting

London, United Kingdom

  • Role: Cash Funding Analyst - Transaction Management and Operations
  • Equity and Fixed Income
  • Executed and re-designed Nostro account maintenance procedures to maximise short-term investment strategies and manage company liquidity.
  • Successfully delivered complex business strategy changes through system implementations and decommissions whilst producing requirements documentations and business wide process maps.
  • Built, maintained and managed process trackers to guarantee a streamlined project delivery approach.
  • Increased cross-functional capabilities by administering operational and system-based training to both internal team members and external stakeholders.
Aug 2015 - Jul 2016

Travelling

Exploring The World

Global

Oct 2014 - Jun 2015

Administrator

Croydon, United Kingdom

Administrator for a Private Nursing Home. The role involved numerous duties which varied in accordance with month end reconciliations and day-to-day administration. These included (but were not limited to): Initiating and Maintaining Petty Cash and Credit Card Control Systems (including inputting and monthly reporting),Document preparation and data.

Jul 2013 - Oct 2014

Promotions Manager

Eskimo11 Events

Portsmouth, United Kingdom

  • Managerial role received in the course of promotion from events staff.
  • Managed the marketing and PR for a busy bar located within a student town.
  • Responsible for promotional strategies, marketing campaigns and activities for the event. This included consistently networking with clients, clubs & societies
  • Responsible for operations on the night: delegating staff, bookings, managing VIP clients, guest lists & in charge of tills (responsible for all cash flows).
Feb 2013 - Jun 2013

Promotions Staff

Eskimo11 Events

Portsmouth, United Kingdom

  • On the night assistance to event/promotion managers.
  • Client networking and ticket sales.
  • Student halls representative.
  • Day-time marketing assistance.
  • VIP Client services assistant.
Dec 2010 - Feb 2013

Temporary - Customer Advisor

Bromley, United Kingdom

  • Dealt with incoming calls relating to Insurance Services in both the sales and customer service departments
  • Worked within a busy team environment
  • Ad hoc administration duties
Jul 2012 - Sep 2012

Temporary - Customer Advisor

Bromley, United Kingdom

Jun 2011 - Aug 2011

Temporary - Administrative Assistant

Lv=

Croydon, United Kingdom

My general duties included assisting claims handlers with mail shots, filing and word processing within the claims department of a busy Insurance Services company.

Jul 2010 - Sep 2010

Temporary - Clerical Assistant

London, United Kingdom

General office duties included working with a complex filing system, faxing, photocopying and answering the telephone within the underwriting department.This role initiated my understanding of the Insurance Services industry including each level of the business strategy.

Jun 2010 - Jul 2010
Team & coworkers

Colleagues at Quilter

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3 education records

Anna Evans education

Bachelor’S Degree, Accounting With Finance

Activities and Societies: University of Portsmouth Athletic Union- Cheerleading Squad Pure Fm- Student Radio Station An accredited.

Aat Level 3 Diploma, Accounting And Finance

Bromley College Of Further And Higher Education

AAT Level 2- Certificate in Accounting Covers book-keeping, business and basic accountancy, including recording income and receipts.

FAQ

Frequently asked questions about Anna Evans

Quick answers generated from the profile data available on this page.

What company does Anna Evans work for?

Anna Evans works for Quilter.

What is Anna Evans's role at Quilter?

Anna Evans is listed as Financial Adviser committed to empowering clients in making informed decisions to secure their financial futures. at Quilter.

Where is Anna Evans based?

Anna Evans is based in Milton Keynes, England, United Kingdom while working with Quilter.

What companies has Anna Evans worked for?

Anna Evans has worked for Quilter, Quilter Financial Advisers, Cadman Capital Group, Jdx Consulting, and Exploring The World.

Who are Anna Evans's colleagues at Quilter?

Anna Evans's colleagues at Quilter include Hala Saeed, Matthew Crane, Ian Davies, Paul Breslin, and Monisha Sharma.

How can I contact Anna Evans?

You can use AeroLeads to view verified contact signals for Anna Evans at Quilter, including work email, phone, and LinkedIn data when available.

What schools did Anna Evans attend?

Anna Evans holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.

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