Anna Gillespie

Associate Wealth Planner

Portrait of Anna Gillespie

At Work

Anna joined IPS Capital as an Associate Wealth Planner in October 2023. She graduated from The University of Manchester in 2016 and has worked in the financial services industry since 2018. Anna works with clients to identify and achieve their short and long-term financial goals, and assists in providing financial advice, as well as cash flow modelling. Prior to joining IPS, Anna was at Saunderson House where she worked with top Law and Accountancy Partners. Anna holds the diploma in Financial Planning, Award in Regulated Pension Transfer Advice and is currently working towards achieving Chartered status.

At Home

In her spare time, Anna enjoys reading, going to a gym class and spending time with her friends and family. 

 

E: agillespie@ipscap.com

T: +44 (0)20 7469 6830