Anne Owen Cert PFS

Anne is David Pritchard's Personal Assistant and joined Applewood Independent in 2005 from a firm of large national IFAs, where she supervised a team of administrators. She holds the Certificate in Financial Planning and is a Member of the Personal Finance Society.

Anne has been in the financial services industry for almost thirty years, including five years with a leading Insurance Company, nineteen years with a firm of global Pensions Consultants and Actuaries, and five years working for Independent Financial Advisers.

Anne's role within the company is to ensure the smooth processing of day-to-day client administration, including the processing of new applications, post-sale client correspondence and client/provider liaison on behalf of David.