Anne Marie Morphet
About Anne Marie Morphet
Anne Marie Morphet is a Financial Planning Manager with extensive experience in the financial sector, currently working at Nationwide Building Society since 2015 and at LEBC Group since 2012. She has held various roles in financial services, including positions at Barclays and NatWest.
Work at Nationwide Building Society
Anne Marie Morphet has served as a Financial Planning Manager at Nationwide Building Society since 2015. In this role, she has been responsible for overseeing financial planning operations in Wiltshire, United Kingdom, for a duration of nine years. Her position involves providing financial advice and strategies to clients, ensuring they meet their financial goals.
Current Role at LEBC Group
In addition to her role at Nationwide Building Society, Anne Marie Morphet has been working as a Financial Consultant at LEBC Group since 2012. With over twelve years of experience in this position, she focuses on delivering tailored financial advice and solutions to clients, helping them navigate their financial journeys.
Previous Experience at Barclays
Prior to her current roles, Anne Marie Morphet worked at Barclays as a Business Relationship Manager from 2003 to 2008. During her five years at Barclays, she was responsible for managing client relationships and providing financial services to businesses, enhancing their financial operations.
Experience at NatWest
Anne Marie Morphet also held a position at NatWest as a Financial Planner from 2008 to 2010. In this two-year role, she provided financial planning services, assisting clients in developing effective financial strategies to achieve their objectives.
Early Career at TUI
Anne Marie Morphet began her professional career as a Chalet Representative at TUI from 2001 to 2003. This role involved customer service and logistical support in the travel industry, providing her with foundational experience in client interaction.
Education Background
Anne Marie Morphet studied at Dallam School. The educational background has contributed to her professional development and expertise in financial planning and management.