Anna Pearce

Senior Financial Planning Administrator


I have worked in financial services for 26 years, 15 of which for PFM Associates, where no two days are the same! I deal with correspondence for both clients and providers, online and by phone. I also submit new business on platforms and by paper. I enjoy problem-solving and whatever I do, the day goes quickly.


I’ve been married for 29 years to a great chap. Our family is very important to us, as are our friends. I have dancing lessons and love bopping to music of all sorts. I also love meeting up with friends and eating out, as much as I enjoy Slimming World.

We enjoy walks at Hengistbury Head, Mudeford and the beaches. We’re currently renovating our bungalow (I’m a cautious risk profile – getting ready for retirement).

Anna in the spotlight

On an ideal weekend, you can find me:

Either walking on a beach or doing some retail therapy.

My favourite holiday destination is:


My favourite song to play in the car is:

The Buggles – Video Killed the Radio Star.

Ready to start your journey?

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