Aventur Wealth
Associate
Private Client Associate Partner
The Broadgate Tower, 20 Primrose Street
London,
EC2A 2EW,
United Kingdom
07711647104
Anna is an Independent Financial Adviser and Private Client Associate Partner at Aventur Privé, specialising in financial planning for high net worth individuals and families. She has more than a decade of experience in financial services, having previously worked at JPMorgan and Nomura in investment banking before moving into independent wealth planning.
Anna has particular expertise in advising clients during and after relationship breakdown, helping them make informed financial decisions at what is often one of the most significant financial turning points in their lives. She is a Certified Professional Divorce Coach, enabling her to combine technical financial expertise with a practical understanding of the emotional and behavioural aspects of decision making.
Her work includes pension sharing, investment planning following divorce, cashflow modelling, tax efficient wealth structuring, inheritance tax planning and long term financial security. She also advises clients with complex assets, including business owners, private market investments and cross border UK and US financial planning.
Anna is committed to helping clients achieve fair, informed and sustainable financial outcomes as they move into the next stage of their lives.
Areas of Expertise:
- Financial planning during and following divorce and separation
- Pension sharing and retirement planning
- Investment planning and portfolio restructuring
- Cashflow modelling and financial forecasting
- High net worth and complex asset cases
- Business owners and entrepreneurs
- UK and US cross border financial planning
- Inheritance tax and estate planning
- Long term wealth preservation
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