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Ann Woodward

Ann Woodward

Executive Assistant

After 38 years of dedicated service in the banking industry, Ann made the transition to Chartered Financial Services in 2019, bringing with her a wealth of knowledge and experience. As an Executive Assistant to the Financial Planning team, she is an invaluable member of the team, providing administrative support to the financial planners and helping to ensure the smooth operation of the practice.

Ann’s extensive background in banking has given her a strong understanding of financial operations and a keen attention to detail, skills that are essential in her current role. She is highly organized, efficient and able to prioritize tasks effectively, ensuring that the financial planning team is able to operate at optimal efficiency.

But Ann’s life is not just all work, she has a lot of interests that she enjoys in her spare time. She is a lover of music, and enjoys attending live music events with friends and family. She is also an avid cyclist, and you can often find her on her bike exploring the local area. She enjoys spending time with her two sons who currently live in Georgia, and on special occasions she enjoys sitting around a fire with friends and family singing along.

Ann’s dedication to her work is matched by her commitment to her personal life, and she strikes a balance between her professional and personal endeavors to ensure that she is able to live a fulfilling and enriching life.