Anne White

Senior Business Support

Anne provides administrative support to the Para planners primarily and also to the Director and Practice Manager.  One of Anne’s main roles is in an ‘audit’ type capacity, checking the letters of recommendation produced by the Para planners and preparing the client packs for presentation.  She also writes suitability letters for ‘new business’ cases and processes all trust documentation.

Trusts are not regulated by the Financial Conduct Authority.

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