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IPS Capital is an independent, owner-managed partnership. We set ourselves high standards, so our size and impartiality are key for us to improve and enhance our business, as is the closeness of our team.
Our internal structure allows us to safeguard the interests of our clients and place them at the centre of the decision-making process at all times. Through our unwavering commitment to exceptional service, we have earned the respect of our clients, often becoming their most trusted adviser and creating long-term value through strong relationships that seamlessly integrate wealth planning and investment management.
IPS is built around you and our success depends on meeting your objectives. Let us enable you to embrace your financial future with confidence.
Our History
The origins of the firm began in 1999, when we started offering investment consultancy and advice to UK pension funds. We launched an advisory service in 2004 before creating IPS Capital in 2007 as a discretionary investment management firm, which is independently owned by the Partners. In 2020 we acquired the business of Prospect Wealth Management and in 2023 established our Wealth Planning service.
Our Values
The core of our business is the importance we place on our behaviour and decision-making. Our values also outline what IPS Capital stands for:
Achieving Excellence in delivering value
We strive to deliver worth that responds directly to our clients’ needs. This is backed by the consistent and high-quality service that our team provides.
Staying Client Focused in our approach
Our success mirrors the success of our clients. We are dedicated to building and maintaining strong, long lasting client relationships.
Building Trust in every relationship
We aim to continually grow our ability to serve our clients by maintaining the culture of open communication, mutual respect, encouragement and support.
Unwavering Integrity even when no one’s watching
We focus on conducting our business in an ethical and transparent manner. We prioritise honesty, trust and confidentiality in all our interactions.
Being Passionate about helping people
We are dedicated to helping our clients achieve their financial goals and instil confidence for their future. We enjoy applying our expertise to benefit those we work with.
Thriving Team that has the courage to be personal
We foster a collaborative, supportive and inclusive environment where diverse perspectives are valued, and ideas are freely shared.
Our People
