Anna Robson

Client Account
Manager

Meet Anna

Anna started working at AFM alongside Neil in 2007.  Her role as Client Account Manager sees her maintaining client communications and managing client expectations in line with our project The Client Experience Transformer.  Anna also deals with all third parties and is the link between AFM and the outsourced IT solutions.

Anna also manages a variety of tasks including liaising with clients, resolving client problems and overseeing all other aspects of administration involved in the day to day running of the business.

Anna at home

Anna likes to spend time with her family, walking the dogs and exploring the outdoors. She also enjoys visiting sites locally and abroad that have historical significance.

Anna in the spotlight

What do you enjoy most about your role?

The variety and seeing clients achieve their goals.

What do you most enjoy about working at Alexandra’s?

Our unique ability to work as a team, ensuring the best outcome for staff, clients and the business.

What is guaranteed to make your day better?

Creativity and productivity.

What is guaranteed to make your day worse?

Negativity and repetition of work due to interruptions!

A few things I’m really proud of…

I’m proud of my family and our values. And I’m proud of the job that I do. I believe we really add value to people’s lives and to the business.

On my bucket list…

Complete my financial services exams.

If I could change one thing in the world to make it better…

I’d like to see us all living more harmoniously.

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Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057.

Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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