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

Simon Moriarty

Partner

Meet Simon

Jonathan Fennell

Partner

Meet Jonathan

Matthew Hunt

Partner

Meet Matthew

Anne McClean

HEAD OF WEALTH

Meet Anne

Roger Ballard

INVESTMENT MANAGER

Meet Roger

Julia Young

Investment Manager

Meet Julia

Lucy Chahil

Senior Wealth Planner

Meet Lucy

Our insight

Not much news is good news | Weekly Market Update

14 June, 2024

There doesn’t feel like there is much uncertainty hanging over markets right now. I haven’t mentioned the upcoming UK election in my weekly notes yet…

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Diversification is working again | Weekly Market Update

7 June, 2024

Of course, if I knew the best performing market over the next 10 years I…

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What does it all mean | Weekly Market Update

31 May, 2024

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