Anna Sidat

Anna joined the team in 2016 and brings over a decade of experience in financial planning. As a Chartered Financial Planner and Financial Planning Manager, she not only delivers expert, holistic advice to her clients but also mentors and leads our wider planning team.

Anna specialises in retirement planning and works closely with professionals and business owners across the East Midlands to help them make confident, long-term financial decisions. Her values-driven approach, clear communication, and ability to simplify complex financial matters mean clients feel supported, informed, and in control of their financial future.