Qualifications

  • Financial Planning Certificates 1, 2 and 3

Anne Manning

Administrator

Qualifications

More about me

Anne assists with the day-to-day tasks at Proposito, working on projects and the smooth running of the office.

Anne has worked with numerous financial planners during her career, duties involving working on CRM databases, processing applications, arranging client meetings, sending out letters of authority and liaising with clients.

 

What do you enjoy most about your job?

Working with positive people.

If you could give one single piece of advice to someone approaching financial planning for the first time, what would it be?

Be honest about your personal circumstances.  That will allow us to help our clients in the best way that we can.

When you’re not at work, where are we most likely to find you?

You’ll either find me with my husband and 10-year daughter Zoe enjoying family time, going to dance competitions, walking our dogs, or socialising with my friends.

I absolutely love attending theatre, especially Musical theatre and have a passion for watching live performances.

What one thing can you not get through your day without?

A good cup of tea and a cuddle with my dogs.

Tell us something people might be surprised to know about you…

I enjoy watching World’s Strongest Man.

Meet the rest of your team

Meet the people who will help you achieve your financial and lifestyle goals.

Huw Jones

Director and Chartered Financial Planner

Jade Shelton

Trainee Financial Planner

Sarah Egan

Paraplanner

Anne Manning

Administrator

View all