Ann-Marie's qualifications
At work
Ann-Marie joined the bdhSterling team as a highly experienced paraplanner. A Chartered Financial Planner, Fellow of the PFS and a qualified Pension Transfer Specialist, it’s safe to say she has a strong background in advising on complex planning needs. She specialises in UK pensions, retirement strategies and tax planning, and plays a key role in helping the wider team provide robust, holistic financial advice for our clients.
Ann-Marie has worked in financial services since leaving school, which is longer than she wishes to admit! She moved to Australia in 2017 and hasn’t looked back. Back in the UK, Ann-Marie was a successful adviser for several years, with her technical abilities having been developed over time from various management and senior paraplanning roles.