Trainee Financial Planner
Anna Tapani
Administrator
Day job
Anna provides essential support to Robert and Portcullis’ clients, managing scheduling, client communications, and accurate record-keeping to ensure processes run smoothly.
She assists with regulatory compliance, keeping documentation current and in line with industry standards, processes financial transactions, and prepares valuation reports for annual client review meetings. Her attention to detail and dedication help maintain the high standards of service Portcullis is known for, ensuring a brilliant experience for every client.
Climber, kayaker, gymnast
Home life
In her free time, Anna enjoys sports that challenge her and teach her new skills. She is currently learning to kayak and also enjoys wall climbing and gymnastics. These activities keep her active, provide a sense of achievement, and help maintain a healthy balance between work and personal life.
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