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Anna Burns MRes
Head of Partnerships
Anna is an experienced and highly driven client relationship professional with over fifteen years in financial services, the last decade spent in asset management. She has built a career around growing strong, lasting partnerships, balancing big-picture strategy with the detail and care needed to deliver an excellent client experience.
Her career has taken her through a variety of roles, from leading Client Service Operations at Marathon Asset Management, where she managed a global institutional client base of over $60bn AUM, to spearheading efficiency improvements at Mondrian Investment Partners. Most recently, she has held client-facing and leadership positions at Schroders, supporting Investment Trust boards, guiding strategic initiatives, and helping evolve the firm’s client service offering. Across all of these roles, Anna has overseen client onboarding, reporting, RFPs, regulatory requirements, and team development, always with client satisfaction front and centre.
Anna’s strengths lie in her adaptability, collaborative style, and curiosity. She thrives on problem-solving, whether that’s rethinking operating models, steering change programmes, or helping teams navigate complex challenges. Known for her energy and commitment, she has played a key role in securing multi-billion-dollar inflows and building resilient, client-focused service frameworks.
Passionate about continuous learning, Anna holds the IMC, CFA level I and the CFA ESG Investing Certificate. She has also invested in leadership development, completing the University of Oxford’s Women’s Leadership Programme.
Outside of work, Anna has an interest in all things novel and enjoys connecting with new cultures and perspectives. She’s also an avid Avios collector, has a quirky enthusiasm for transport networks, and loves spending time with her daughter. Whether travelling, exploring, or simply having fun, Anna brings the same curiosity and positivity to her personal life as she does to her professional one.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
Would highly recommend. A very efficient team always ready to help and answer any questions.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.






