Anna Brady

Anna answered all the questions we had regarding the structuring of our finances for our fast approaching retirement and we can't thank her enough for her expert and pertinent advice. Anna was extremely patient and explained things very clearly for us, laying out a detailed plan for us to follow. Our retirement is now looking stress free and under control. I highly recommend Anna to anyone who is seeking financial advice for retirement.

Anna is very professional in her conduct and explains our situation really well. We can see her experience and knowledge. Apart from the above she has a lovely caring persona .

Also it is comforting to see the same person between appointments which sometimes can be years.

Anna has the patience of a saint. We are trying to navigate retirement and it is looming fast. Due to work commitments and requests from them to change our plans has gone out 2 times and while we have had discussions Anna has been nothing but supportive and understanding. We recommended Anna to some close friends who also were in the same situation they commented after meeting her, as we have how lovely and knowledgeable she has been they have also put a plan long term together which really works with them.

On this “journey “ we have loads of questions and as mentioned she always communicated clearly and accurately providing details and rationale,

that puts our minds at rest in details we can understand and consider

If you are looking for a caring really switched on advisor can’t recommend Anna high enough so glad we found her

Thank you Anna

Stew & Paula

I cannot provide high enough praise for Anna and the amazing support she has provided me over the past 8 years. When my husband was diagnosed with a rare medical condition I had to step up and try to learn and understand the finances, something I hadn’t been involved in to that point.

Anna was brilliant in not only her support in an emotionally tough time for me but also assisted me in planning my finances and explained everything in a clear, concise way. She demystified a lot of things for me and gave me confidence in planning for retirement and beyond. Her ability to explain small aspects of information and present it In diagrammatic ways really helped me understand new concepts.

Anna is outstanding in her job and I have recommended her to numerous friends - having someone like Anna support me when i was overwhelmed with grief and the enormity of family finances was something that I am forever grateful for and will never forget.