Anne McClean possesses extensive experience in financial planning and wealth management. From May 2009 to April 2017, Anne served as Director at M&H Financial Planning, demonstrating leadership in the field. Subsequently, Anne joined Charles Stanley & Co. Limited as a Senior Financial Planner from May 2017 to February 2019. Following that role, Anne worked at Smith & Williamson from July 2020 to January 2023, holding positions as both Partner and Director. Currently, Anne is a Partner and Head of Wealth at IPS Capital LLP, a position held since January 2023.
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