Jonathan was one of the founding Partners of the firm. Originally working for Citigroup, he was the owner and managing director of an investment consulting business leading to the formation of IPS in 2007.

Jonathan is a Client Relationship Partner, managing both UK onshore and offshore clients, straddling both the investment management and investment consulting businesses. A wealth of experience earned from over 20 years working with private clients, Jonathan develops close working relationships with the individuals and families he works with. He represents his clients on the firm’s Investment Committee and is a member of the Chartered Institute for Securities & Investment.

A father of three busy children, and a keen (although not particularly talented) sportsman – his latest obsession is padel tennis. Travel and cooking are Jonathan’s other passions.

E: jblain@ipscap.com

T: +44 (0)20 7469 6830

Simon joined IPS in 2018 and is a partner of the firm. He specialises in helping individuals, trusts and agent-led portfolios. In addition to managing client portfolios he is often asked to advise on inter-generational family wealth and complex investment issues, supporting families, trustees and professional advisers.

He is a chartered fellow of the Chartered Institute for Securities and Investments and sits on the IPS Investment Committee.

Outside of work Simon enjoys spending time with his young family and playing music.

E: smoriarty@ipscap.com

T: +44 (0)20 7469 6830

Jonathan is a Chartered Wealth Manager and Chartered Fellow of the CISI with extensive experience in providing independent investment solutions to families and individuals. He takes the time to understand your unique needs and develops sensible wealth plans that are adaptable, resilient, and can be modified as personal and economic circumstances change.

Outside of work, Jonathan enjoys a range of experiences with his family and friends but is truly at home in the mountains or by the sea.

E: jfennell@ipscap.com

T: +44 (0)20 7469 6830

Matthew joined IPS through the merger in 2020 of IPS with Prospect Wealth Management, where he was the founder and Principal. Matthew has previously been Chief Investment Officer at Coutts and Managing Director of Chemical Global Investors and Close Wealth Management.

Matthew is a Chartered Financial Analyst and holds an MBA from the London Business School.

Matthew is a school governor, director of his local drama group and is a keen golfer.

E: mhunt@ipscap.com

T: +44 (0)20 7469 6830

Anne has been helping UK based private clients with their wealth planning since 2004. Anne provides pre and post retirement advice, specialising in lifetime allowance planning, tax efficient retirement strategies and estate planning. Prior to joining IPS, Anne was a Partner at Smith and Williamson (now Evelyn Partners).

Achievements:

• Shortlisted Wealth manager of the year 2021, Women in Finance Awards
• Winner of Personal Finance Society 19/20 Retirement & Later life Advice Specialist of the Year award
• Highly commended – CISI Certified Planner of the year 2019
• Finalist of the Personal Finance Society 2018/19 Retirement & Later life Advice Specialist of the year award

Professional qualifications:

• A Chartered Financial Planner and Fellow of the Personal Finance Society (PFS)
• A Certified Financial Planner and Chartered Fellow of the Chartered Institute for Securities and Investment
• A Society of Trust and Estate Practitioner Affiliate

Anne is married with two young boys, an avid reader, loves hosting a good party and values curiosity.

E: amcclean@ipscap.com

T: +44 (0)20 7469 6830

Roger has been an Investment Manager for over 30 years and joined IPS Capital through the merger with Prospect Wealth Management in 2020, where he was Head of Relationship Management. He helps clients to establish their investment strategies and manages their investments in line with the risk mandate agreed. This is coordinated with their financial advisers, accountants and tax consultants. Roger sits on the firm’s Investment Committee. He has an MBA from the Bradford University Management Centre, is a Chartered Member of the Chartered Insurance Institute and is a Fellow of the Chartered Institute for Securities & Investment.

Outside of work he enjoys live music and theatre, sports events and art exhibitions. He is a keen walker and perhaps at his happiest on a trip to the high ground of the Lake District or the Yorkshire Dales.

E: rballard@ipscap.com

T: +44 (0)20 7469 6830

Julia joined IPS in 2020 having previously worked at Prospect Wealth Management, which merged with IPS in February 2020. She has worked in private client investment management since 2011. Julia manages discretionary investment portfolios for private individuals, their pensions and family trust structures. She became a member of the CISI following completion of the CISI Diploma.

Outside of work, Julia enjoys spending time with her young family and playing tennis.

E: jyoung@ipscap.com

T: +44 (0)20 7469 6830