Anu Holland
Dip PFS
Anu Holland founded Beyond Wealth Management in 2021 and has over 15 years experience in Wealth Management. After her initial training at Openwork, Anu worked at Barclays where she was a Senior Financial Planner in their High Value Team. It was there that she established a diverse mix of clients, ranging from Premiership football teams to City professionals.
Previously Anu was an Adviser at one of the largest Practices at St. James's Place. Where she enjoyed acquiring a long term, loyal bank of clients as well as helping to build and grow the practice to over 100 people.
About
Anu’s specialist advice areas include: tax efficiency, offshore investment vehicles and retirement planning. Her client base consists of both business owners and individuals, who she helps by structuring their finances to help them attain their financial goals and objectives. A particular area of interest for Anu is problem solving more complex financial issues, especially in respect to estate and protection planning. She is continually trying to further her knowledge in these areas in order to achieve the most advantageous outcomes for her clients.
Anu is passionate about maintaining long term relationships with her clients, by offering a service that goes above and beyond.
In her spare time…..
On the rare occasion Anu escapes her 2 vivacious children(both under 5!) she can be found hurtling across a tennis court or guarding the ball on the netball court!
She loves to explore up and coming restaurants and then reproducing the recipes at home and is looking forward to entertaining again in 2021!
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
