Qualifications

  • Financial Planning Certificates 1, 2 and 3

Anne Manning

Administrator
01285 708444
anne.manning@proposito.co.uk

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

Financial Planner

Sarah Egan

Paraplanner

Anne Manning

Administrator

View all

We’ll pop the kettle on

Milk? Sugar?
What does a happy life look like to you?
We start with the most important questions. To arrange a free, informal conversation about how we can help you plan for the lifestyle you want, get in contact with our team.

    Would you benefit from some free advice? Do you want to see if financial planning is for you before you commit to it? We’re offering all new clients a 15-minute initial consultation at our expense.

    Book your meeting

    Copyright © 2010 – 2022 Proposito Financial Planning Limited. All rights reserved. This website is targeted at UK consumers only. Proposito Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find our entry on the Financial Services Register under reference 572159. Registered in England and Wales No. 07481911

    Registered Office: 4 Dollar Street | Cirencester | GL7 2AJ

    If you wish to register a complaint please write to us at hello@proposito.co.uk or telephone 01285 708444.  A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

    4 Dollar Street,
    Cirencester,
    Gloucestershire,
    GL7 2AJ
    01285 708444 hello@proposito.co.uk
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