Annika Wilson

Paraplanning Associate

Annika Wilson

Having previously worked for a firm of financial advisers in the City, Annika joined us in May 2007. Annika currently works part-time, assisting one of the founding partners.

Annika also has experience of residential mortgages, group clients and special projects as well as assisting with the firm’s compliance function.

Outside of work

In her free time, Annika enjoys spending time with her family as well as spinning, baking and travelling.

Qualifications

Annika holds a Diploma in Financial Planning and is currently studying towards an Advanced Diploma.

Qualifications

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DipFP – Diploma in Financial Planning

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Certificate in Financial Planning

This qualification develops knowledge and understanding of the financial services industry in general, including regulation and legislation, and the fundamental aspects of customer service, administration and marketing in financial services, and key retail investment products.

CF6 – Certificate in Mortgage Advice

This qualification develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form:

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