Managing Partner, Evelyn Partners
Ann-Marie is a multi-award winning chartered financial planner and heads up Financial Planning to Ultra High Net Worth and Business Owners nationally with her roots embedded in the North West. She is the only female Managing Partner in Evelyn Partners and a regular contributor in female focused events and publications.
She works with many business owners, high net worth clients and complex families to ensure they are linking planning in all areas to meet their long term objectives. Part of this means that Ann-Marie spends much of her time working with Solicitors and Accountants collaboratively ensuring clients experience a superior outcome with a joined up approach.
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