Anne McClean

Partner and Head of Wealth | Chartered Financial Planner and Certified Financial Planner | Specialist in Strategic Financial Planning

Anne McClean is a multi-award-winning wealth strategist with two decades of experience advising high-achieving professionals, business owners and families on how to translate earnings into long-term financial security and purpose-led decision-making. Currently a Partner and Head of Wealth at IPS Capital, Anne previously served as a Partner at Smith & Williamson (now Evelyn Partners) and holds Fellowships with both the Personal Finance Society and the Chartered Institute for Securities and Investment.

Anne’s expertise bridges complex financial planning with clarity, empathy, and a deep understanding of human motivation. Whether her clients are scaling businesses, transitioning careers, or preparing for generational legacy, her advice helps demystify financial systems and align capital with life aspirations. She specialises in ensuring that the life being built today is structurally and emotionally supported by the decisions made for tomorrow.

Named a Top-Rated Adviser multiple times by VouchedFor and recognised by the Personal Finance Society and Women in Finance Awards, Anne is trusted for her depth of knowledge, her calm, grounded presence, and her ability to create confidence in moments of uncertainty.

Anne’s insights appear throughout the Money-Mission paradigm in this book, enriching topics including wealth strategy, liquidity, legacy planning and building a successful future that reflects what matters most. Her contribution offers a powerful reminder that financial confidence is about more than numbers, it’s about pro- active planning and making your money work in service of your bigger purpose.

View Anne’s Top Tips For A Sustainable and High-Performing Life, along with many other tips from Balancing Act Guests and Contributors over on our Advice Wall

Listen to Anne's Podcast featured on 'Balancing Act - Mastering Work, Wealth and Wellbeing'