Annmarie heads up our Administrative team, supporting our Financial Planning Administrators in implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers. She also provides compliance support for the business.
What do you enjoy about your role?
My role allows me to work in different parts of the business, providing me with a variety that keeps my days interesting.
What are you passionate about?
First and foremost I am a people person – whether it be socialising with friends and family or supporting the team and our clients, I thrive on building relationships and I am passionate about doing the right thing.
What do you like most about working for Fiscal Engineers?
Feeling as though you count and the obvious passion for the clients.
What are your interests?
I like keeping fit by walking, swimming and visiting the gym. I enjoy visiting Italy for both the wine and the language.