Member Profile
Anne McClean
Partner - Head of Wealth | IPS Capital
Office Location: England and Wales
Jurisdiction
England and Wales
Top Specialisms
Asset Management
Estates: Planning
Connect
Professional Biography
Anne is a Chartered financial planner with extensive experience of working in professional practice, advising clients who have complex financial arrangements. A UK-focused financial planner, she excels in designing strategic financial plans based on clients’ individual goals, looking at where clients are now, and where they want to get to, and then aligning their wealth with those aspirations. Anne’s experience and knowledge spans a vast range of financial planning options, including financial forecasting, pension planning, fee-based life cover for trusts and individuals, and more. She’s highly aware of the needs of high net worth clients, and aims to make the process painless. Anne is proficient in collaborating with solicitors, accountants, and other professionals. Other accreditations Anne holds include being a STEP practitioner affiliate, a fellow of the PFS, and a Chartered fellow of the CISI.
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: I felt that I could bring a people-focused approach to the role. I’m highly curious about people and want to achieve a good result for them. It’s a great privilege to be alongside clients throughout their lives, during the good times and bad, and being a
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: I’m excited to see how technology will transform our profession. I want to see how we can use technological advancements to remove the administrative work and get rid of the boring bits, so I can spend more time doing interesting, meaningful work with our
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: The Ned near Bank. It’s right on my doorstep, it’s buzzy, there’s always something happening, and I love the interiors.