Empowering
your wealth,
guiding your
future

Empowering
your wealth,
guiding your
future

Find out more

IPS Capital is focused on fostering lasting financial relationships. We are dedicated to managing your needs while conserving and growing your wealth.

OUR SERVICES

Investment
Management

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Wealth
Planning

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IPS
Consulting

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Simon Moriarty and the team at IPS Capital exude a calm and professional confidence in the advice they give, never ceasing to amaze me on their ability to distil complicated financial information into simple, real world solutions.

James Hardaker, Partner, Stevens & Bolton LLP

Jonathan Blain and his team at IPS Capital are just superb. Their professionalism and patient approach to clients, makes for a winning combination, making clients feel instantly safe and secure.

Stuart Dowding Head of Relationship Management, Intertrust Group, Guernsey

Anne McClean has been providing me with financial planning advice for the last 20 years. She has developed an excellent and comprehensive investment strategy for my family and is always willing to spend time to explain complex issues in a clear and concise way.

Will S., FinTech Entrepreneur

Jonathan Fennell is an absolute professional and clients feel confident in the knowledge that he is managing their portfolio. In addition, investment reports are easy to read and understand – a real bonus when I need to pick up information quickly and accurately.

Professional Deputy

Our People

Jonathan Blain

Managing Partner

Meet Jonathan Blain

Simon Moriarty

Partner

Meet Simon Moriarty

Jonathan Fennell

Partner

Meet Jonathan Fennell

Matthew Hunt

Partner

Meet Matthew Hunt

Anne McClean

HEAD OF WEALTH

Meet Anne McClean

Roger Ballard

INVESTMENT MANAGER

Meet Roger Ballard

Julia Young

Investment Manager

Meet Julia Young

Our insight

3 charts and 3 facts that made me stop and think | Weekly Market Update

December 5, 2023

You are dealt a certain hand of cards in life and I have no complaints about mine. But I think my hand is probably well…

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Client mailbag | Weekly Market Update

November 28, 2023

I had two client questions in this week. Here they are: 1. Just the one…

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Fixing a broken toilet | Weekly Market Update

November 21, 2023

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