Anne McClean

Anne has been helping UK based private clients with their wealth planning since 2004. Anne provides pre and post retirement advice, specialising in lifetime allowance planning, tax efficient retirement strategies and estate planning. Prior to joining IPS, Anne was a Partner at Smith and Williamson (now Evelyn Partners).

Achievements:

• Shortlisted Wealth manager of the year 2021, Women in Finance Awards
• 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