Anne Molyneux, BSc Econ (Hons), MBA, FCA, Dip PFS

Originally from New York and educated in the US and France, Anne has been associated with Oakwood since December 2020, joining full-time in February 2022.

Anne has worked with financial instruments since starting her career whilst still a student in Philadelphia, working with the Foreign Currency Options Market Makers on the PHLX. The underlying continuum of work has been based on knowledge of a wide variety of financial instruments, enriched with knowledge of legislative tax wrappers in the UK, and an awareness of tax in non-UK jurisdictions.

Anne holds the Diploma in Financial planning, along with supplementary qualifications in Long Term Care and Pension Transfers. She is also a fully qualified accountant with experience in UK personal taxation (RSUs, Investment portfolios, Carried Interest) and the administration of probate as an ICAEW authorised individual.

Anne specialises in more complex high net worth families and works with other professional advisers (internal and external) to provide wealth planning solutions for more complex clients – including US/UK.