Anne McClean

Partner, Personal Financial Planning

Areas of expertise

Personal financial planning

Experience

Anne has been helping UK based private clients with their financial planning since 2004. Typical clients are business owners and high income professionals.

Anne provides pre and post retirement advice, specialising in lifetime allowance planning and tax efficient retirement strategies. Anne is a pension transfer specialist, able to advise on defined benefit pension transfers.

Achievements

  • Winner of the 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

  • Host of the financial planning show podcast

Professional qualifications/memberships

  • 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 Practitioners Affiliate

 

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