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Our business has been built around offering bespoke advice and intelligently researched portfolios, through which we generate the trust required for long-term relationships. Our goal is to stand by you in all financial decisions, for as long as you need.
Exceptional customer service
We will provide you with exceptional levels of service, leaving you safe in the knowledge that your wealth is secure.
Independence
Our independence affords us the ability to make agile decisions. Combined with close teamwork and strong personal relationships we are committed to keeping you at the centre of our business.
Transparency
The cornerstone of our reporting is transparency – a dedication to clarity and honesty that ensures you are always in control. We provide regular, clear, succinct and informative client reports, as well as invite you to regular meetings to review the progress of your portfolio and ensure your financial objectives have not changed.
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
