Anne McClean

Anne is an award winning wealth planner, helping UK based private clients since 2004. Anne provides pre and post retirement advice, tax efficient retirement strategies and estate planning. Anne enjoys helping clients old and new, navigate an ever changing landscape.

Anne has spent the majority of her career working within professional practice. Prior to joining IPS, Anne was a Partner at Smith and Williamson (now Evelyn Partners).

Achievements:

• Top rated Adviser 2024 - VouchedFor
• Shortlisted - asi Certified Planner of the Year 2024
• Shortlisted Wealth Manager of the year 2021, Women in Finance Awards
• Top rated Adviser 2020 - VouchedFor
• Winner of Personal Finance Society 19/20 Retirement & Later life Advice Specialist of the Year award
• Highly commended – CISI Certified Planner of the year 2019
• Finalist of the Personal Finance Society 2018/19 Retirement & Later life Advice Specialist of the year award

Professional qualifications:

• A Chartered Financial Planner and Fellow of the Personal Finance Society (PFS)
• A Certified Financial Planner and Chartered Fellow of the Chartered Institute for Securities and Investment
• A Society of Trust and Estate Practitioner Affiliate