Financial Planning Consultant ACSI in Harpenden
I’m an FCA-authorised Financial Planner with over 30 years’ experience in Financial Services and Education. Known for making complex topics simple, I help people make smarter financial choices—whether it’s planning for retirement, investing wisely, or protecting what matters. My approach is clear, personal, and focused on helping you feel confident and in control.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Home contents insurance, buildings insurance.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Harpenden
AL5
United Kingdom
Anu is located in Harpenden and offers expert financial advice to suit your needs.
Throughout my career, I’ve built a wealth of knowledge, not just from financial services but from diverse roles in banking, change management, and leadership within private equity-backed education businesses. These experiences have shaped my understanding of people, systems, and the importance of clarity when making life’s big financial decisions. I work with individuals and families to help them make their money work harder - maximising tax efficiencies, exploring investment opportunities, and preparing for life’s unexpected events. Whether you're planning for retirement, managing a life transition, or just seeking smarter ways to use your money, I take a holistic, tailored approach that’s always focused on you and your unique goals.
Outside of work, I’m a proud mum of two daughters and recently promoted to grandmother - my new favourite title! Life is busy and full of twists, so I enjoy hiking with my dog, Petal, experimenting in the kitchen, and planning my next travel adventure. I believe in living life to the fullest, and I bring that same approach to my work - helping you create a financial plan that supports your lifestyle and gives you the confidence to enjoy the journey ahead.
If you’re looking for thoughtful, clear, and personal financial advice, I’d love to chat. Let’s work together to create a financial plan that reflects your goals and gives you the confidence to navigate the future with ease.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 16 September 2025.
