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Anna Dawson

Director RI | Client Assets and Safeguarding

Anna is a chartered accountant and dedicated CASS specialist with over 30 years of experience working in an industry, audit, assurance and advisory capacity.

She has significant experience of working in the investment management and platform sectors and leads several CASS audits and assurance reviews.  She has an in-depth knowledge of operational processes and is skilled at supporting firms in managing material CASS change programmes and remedying complex CASS issues. 

Anna also has extensive experience of providing CASS training to firms that need to upskill their executive, assurance, oversight and operational teams, this includes coaching new and proposed CASS senior manager function holders.