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Long-term relationships are built on trust and dependability. As our client, you can rely on us for bespoke advice, intelligently researched portfolios, and exemplary service. Our goal is to stand by your side in all financial decisions, for as long as you need.
Exceptional customer service
You will receive the highest levels of care and attention, leaving you confident that your future is in safe hands.
Independence
Financial peace of mind comes from being able to make agile decisions. Our independent status, combined with close teamwork and strong personal relationships, means you stay at the centre of all decision-making.
Transparency
Our dedication to clarity and honesty ensures you are never in the dark. You will receive clear, succinct, and informative client reports at regular intervals. Moreover, you will be invited to regular meetings to review the progress of your portfolio and discuss any changes to your circumstances or financial objectives.
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.
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, Group Head of Private Client, Oak Group
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
