Anna Lawrence

Anna Lawrence

FPFS, ACII

Chartered Financial Planner

Anna joined Prosser Knowles in December 2016. She is a Fellow of the Personal Finance Society and a Chartered Financial Planner signifying she has achieved some of the highest level of qualifications in the financial services advisory sector.

She has more than 30 years’ experience working in financial services meaning she has lived and worked through the effects of high and low interest rates and inflation, the changes to tax allowances and rates and of course the highs and lows of stock markets.

Add to this marriage, divorce and re-marriage, raising a family, being a working mother and having elderly parents, she feels perfectly placed to assist and help people manage and realise their financial ambitions whilst understanding the need to balance this against lifestyle, financial security and commitments.

Anna lives on a farm at the foot of the Malvern Hills in Herefordshire and loves spending her spare time with her husband and family.

Stay in touch

If you would like to keep up to date with current industry trends or receive details of our product developments, seminars, events and newsletters, just fill in your details below.

News Feed

Market & Portfolio Update – Quarter to 30/09/2020

MARKET AND PORTFOLIO UPDATE Written by Square Mile Investment Services. This is likely to have been the de...

Managed Portfolio Service Monthly Newsletter

September 2020 Update Provided by Quilter Cheviot August’s feel-good factor, epitomised for many by an escape...

Revealed: The value of financial advice

Financial advice can add real value to your life. Our guide looks at the ways financial advice can help you...

How the Pensions Lifetime Allowance works and what it means for your clients

Any client who makes substantial contributions to their pension, or has held their pension for many years, cou...

10 books with the best plot twists

The events of 2020 so far have been one unexpected turn after the other, as if we’ve collectively stumbled int...

What to do with your Child Trust Fund

Back in 2005, the Labour government were keen to tackle the issue of child poverty by giving every child in th...

10 ways you can spring clean your finances

Each year, the Great British Spring Clean encourages people to organise group clean-ups of local public spaces...

Market Update – September 2020

Written by Square Mile Investment Services. There has been considerable attention recently on the strong ra...

Managed Portfolio Service Monthly Newsletter

August 2020 Update Provided by Quilter Cheviot Despite global equities gaining 5% in July, it was another cha...

3 reasons clients should take financial advice on divorce

Divorce proceedings are challenging for anyone, but the financial implications can be particularly difficult t...

7 tips to increase your physical activity easily

We all know that regular exercise is essential for both physical and mental health. However, since gyms closed...

Income Protection or Critical Illness? Your complete guide

If you’ve ever thought about protecting you and your family if you’re unable to work, you’ve probably come acr...

Everything you need to know if you’re planning to become the Bank of Mum and Dad

As house prices continue to rise, increasing numbers of young adults are needing financial assistance to affor...

How to get a better work-life balance

How do you rate your work-life balance? It’s not uncommon for workplace pressures to affect our personal lives...

Coronavirus Update #8

Written by Square Mile Investment Services. Most investors will be familiar with the power of dividends: £1...