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Anne McClean Location
London, GB
Anne McClean Work
Partner - Head of Wealth @ (January 2023 - Present)
Partner @ (July 2020 - January 2023)
Director @ (March 2019 - July 2020)
Senior Financial Planner @ (May 2017 - February 2019)
Director @ (May 2009 - April 2017)
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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