Back
IPS Capital is an independent, owner-managed partnership. Clients like you benefit from the high standards our close-knit team set for themselves, and our smaller size and impartiality allow us to continually improve and enhance our business.
Our internal structure allows us to safeguard your interests, and put you at the centre of the decision-making process at all times.
In the feedback and comments they share with us, clients say they respect our unwavering commitment to exceptional service. Many view us as their most trusted advisers, thanks to the strong relationships we foster and the long-term value we add by seamlessly integrating wealth planning and investment management.
IPS is built around you, and our success depends on helping you meet your objectives. Let us enable you to embrace your financial future with confidence.
Our history
The firm was established in 1999, when we started offering investment consultancy and advice to UK pension funds.
In 2004, we launched an advisory service, before creating IPS Capital in 2007 as a discretionary investment management firm, independently owned by the Partners.
In 2020, we acquired the business of Prospect Wealth Management, and in 2023 we established our wealth planning service.
Our values
Our business is built on professionalism and good decision-making. Our values outline what IPS Capital stands for:
Achieving excellence in delivering value
We strive to deliver value that aligns directly with your needs. This is backed by the consistent and high-quality service that our team provides.
Staying client focused in our approach
Our success mirrors your own. We are dedicated to building and maintaining a strong, long-lasting relationship with you.
Building trust in every relationship
Our aim is to continually improve client service. We do this by maintaining a culture of open communication, mutual respect, encouragement, and support.
Unwavering integrity even when no one’s watching
We conduct our business in an ethical and transparent manner. In all our interactions with you, we prioritise honesty, trust, and confidentiality.
Being passionate about helping people
We are dedicated to helping you achieve your financial goals and restoring confidence in your future. We enjoy applying our expertise for your benefit.
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 shared freely.
What clients say
These video testimonials and our glowing reviews on VouchedFor, the UK’s leading independent review site for financial professionals, are evidence of the high standards we strive for.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
960%
would recommend us to family, friends, or work associates.
950%
believe working with us has helped or will help them achieve their financial objectives.
950%
are very satisfied that we understand their needs and objectives.
Our People
