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M&H Financial Planning’s Anne McClean gains Fellowship of the Personal Finance Society (PF

We are delighted to announce that M&H Financial Planning Director, Anne McClean has gained Fellowship of the Personal Finance Society (PFS), which is regarded as the premier qualification for those working in the financial services profession.

Anne is deeply committed to professional development, having already achieved Chartered Financial Planning status and various other industry recognised qualifications. 

Commenting on her achievement Anne states:

"Although gaining Chartered Financial Planner and Certified Financial Planner were milestones in my financial planning career, I am really pleased to have completed this round of studies to gain Fellowship of the PFS. It has been a big commitment, I started in 2004, have taken fourteen CII exams, covering topics ranging from investment management to advanced pension planning. However, it was worth all the effort as it will make me a better adviser and help me offer better outcomes for my clients."



Date: 9th December, 2011
Author: Mercer & Hole Media


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