Anna Carter

An enthusiastic, caring, and compliant professional within sales experience across various financial services sectors. Currently in a management role within the tax efficient and asset management space. Achievements include assisting with a company acquisition, managing a restructure and receiving a range of positive feedback from leavers and current colleagues on my management style. Most recently I passed a management apprenticeship, led a successful product raise exceeding a £20 million target by £3 million and ended 2025 with all team members achieving their activity metrics.