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Anna Bartholomew Location
United Kingdom
Anna Bartholomew Work
Partnership Services Director @ (May 2026 - Present)
Head of Partnership Services @ (January 2025 - May 2026)
Non Executive Director @ Laugh Think Play (October 2022 - January 2025)
CEO @ Anna Bartholomew Ltd (August 2022 - January 2025)
Head of Adviser Quality @ (March 2021 - July 2022)
Head of Client Acquisition @ (January 2020 - March 2021)
Client Operations Director @ Charles Derby (October 2015 - January 2020)
Client Acquisition Director @ Charles Derby Group Ltd (June 2013 - October 2015)
Owner @ Caspian Financial Services (July 2008 - June 2013)
Owner @ Harvey James Associates (July 2008 - June 2013)
Anna Bartholomew Education
Millfield School
University of East Anglia
Bachelor of Arts - BA
Anna Bartholomew Skills
Investments
Pensions
Mortgage Lending
Financial Services
Financial Advisory
Insurance
Protection
Finance
Savings
Strategic Financial Planning
Retirement Planning
Wealth Management
Inheritance Tax Planning
Retirement
Wealth
Investment Strategies
Portfolio Management
Life Insurance
Investment Advisory
Asset Management
Financial Planners
Fixed Annuities
Sales Management
Strategic Planning
Leadership
Financial Planning
Accounting
Financial Analysis
Management
Project Management
Strategic Financial
Pension Funds
Anna Bartholomew Summary
Anna Bartholomew, based in United Kingdom, is currently a Partnership Services Director at The Openwork Partnership. Anna Bartholomew brings experience from previous roles at The Openwork Partnership, Laugh Think Play, Anna Bartholomew Ltd and Quilter Financial Planning. Anna Bartholomew holds a Millfield School. With a robust skill set that includes Investments, Pensions, Mortgage Lending, Financial Services, Financial Advisory and more. Anna Bartholomew has 1 emails on RocketReach.
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