Anna Loftus
Wealth Planner
Anna joined Nedbank Private Wealth in 2022 and is based out of the London office, working with the wealth planning division. Alongside the team, she works with clients and their families, in tandem with their professional advisers, to ensure they have a clear wealth plan in place to help them achieve their financial and lifestyle objectives.
Anna holds the Diploma in Regulated Financial Planning with the Chartered Insurance Institute and a BSc (Hons) degree from the University of East Anglia.
Women in finance: Thriving in a traditionally male-heavy industry
Did you know that women are set to inherit 70% of global wealth over the next two generations?
Thinking ahead when moving to the UK
Moving to another country can be a big upheaval and planning ahead is vital. Senior wealth planners Adrian Crowe and Yash Naidoo explore the financial aspects of moving to the UK, with a particular focus on tax planning.
Never mind the gaps: plan for financial independence
With a theme of #EmbraceEquity for International Women’s Day 2023, Anna Loftus discusses what it means and the significant role it can play in understanding and meeting women’s financial needs.