Anne McClean Email
Partner - Head of Wealth @ IPS Capital LLP
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Anne McClean Location
- London, GB
Anne McClean Work
- 2023 -now Partner - Head of Wealth @
- 2020 -2023 Partner @
- 2019 -2020 Director @
- 2017 -2019 Senior Financial Planner @
- 2009 -2017 Director @
Anne McClean Skills
- Investments
- Inheritance Tax Planning
- Strategic Financial Planning
- Finance
- Personal Finance
- Financial Advice
- Wealth Management
- Financial Planning
- Financial Advisory
- Project Planning
- Pensions
- Insurance
- Accounting
- Tax
- Retirement Planning
- High Net Worth Individuals
- Investment Advisory
- Portfolio Management
- Wealth
- Retirement
- Financial Services
Anne McClean Summary
- Anne McClean, based in London, GB, is currently a Partner - Head of Wealth at IPS Capital LLP. Anne McClean brings experience from previous roles at Smith & Williamson, Charles Stanley & Co. Limited and M&H Financial Planning. With a robust skill set that includes Investments, Inheritance Tax Planning, Strategic Financial Planning, Finance, Personal Finance and more. Anne McClean has 1 emails on RocketReach.
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Top IPS Capital LLP Employees
Isabel Cipd
Head of Human Resources
London, GB
Gary Dell
Head of Research
London, GB
Anne McClean
Partner - Head of Wealth
London, GB
Richard Page
Head of Compliance and MLRO
United Kingdom
Valerie Girdlestone
Head of Operations
London, GB
James Harvey-Gajda
Paraplanner
Sevenoaks, GB
Georgia Stirling
Wealth Planning Assistant
London, GB
Oliver Bourne
Data Analyst
Crowborough, GB
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