Anne McClean - Director

Anne McClean is a Director with M&H Financial Planning. Through providing a thorough, informed and professional service, Anne aims to provide her clients with financial stability and peace of mind in the short, medium and long term.

Anne’s clients tend to have complex affairs and are often the owners and directors of SMEs, and /or high net worth clients who are self made or who have inherited wealth . She really takes time to understand her clients goals, explaining options in a straight-forward, jargon-free style and devising a long term plan.

Anne is deeply committed to professional development and has achieved Chartered Financial Planner Status, she is a Certified Financial Planner and a Fellow of the Personal Finance Society. Anne is aiming to complete the Chartered Institute for Securities and Investment Masters in Wealth Management this year.

Before joining M&H Financial Planning in 2009, Anne was with Alexander Forbes, and prior to that with Barclays Wealth in the City.

In her spare time, Anne is a film anorak, scuba diver, avid book reader and novice clay pigeon shooting enthusiast.