Anna Morgan Email

Paraplanner @ Synthesis Wealth Management

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Anna Morgan Location

Bath, GB

Anna Morgan Work

2024 - now Paraplanner @ Synthesis Wealth Management
2023 - 2024 Paraplanner @ Wise Mortgages
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2023 - 2023 Mortgage and Protection Case Manager @ Better.co.uk
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2022 - 2023 Mortgage Case Manager @ Better.co.uk
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2022 - 2022 Protection Case Manager @ Better.co.uk
2021 - 2022 Mortgage Case Manager @ Better.co.uk
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2021 - 2021 Junior case manager @ Better.co.uk
2020 - 2021 Document Specialist @ Better.co.uk
2016 - 2018 Holiday Camp Assistant @ Thornton College School for Girls
2014 - 2015 Boarding and classroom assistant @ Surval Montreux

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Anna Morgan Education

Chartered Insurance Institute
(R03)
2025 - 2025
London South Bank University
Master of Research (Mres)
2018 - 2019
London South Bank University
Bachelor of Science - BS (Food and Nutrition (Hons))
2016 - 2018

Chartered Insurance Institute
(RO2)
Chartered Insurance Institute
RO1
Chartered Insurance Institute
CF6 - Mortgage Advice
Chartered Insurance Institute
Financial Protection (R05)
DSW
Team Leader/ Supervisor- Level 3 Apprenticeship

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Anna Morgan Summary

Anna Morgan, based in Bath, GB, is currently a Paraplanner at Synthesis Wealth Management. Anna Morgan brings experience from previous roles at Wise Mortgages, Better.co.uk and Trussle. Anna Morgan holds a 2025 - 2025 Chartered Insurance Institute. Anna Morgan has 1 emails on RocketReach.

Anna Morgan Emails

Found 1 emails

@synthesis-wealth.co.uk

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