Why IPS?

What clients say

Our video testimonials, survey feedback, and glowing reviews on VouchedFor are evidence of the high standards we strive for. See for yourself what people like you had to say about their experience with us.

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.

IPS Capital profile

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.

A badge of honour

VouchedFor is the UK’s leading independent review site for financial professionals. We are proud to have such a fantastic score on this respected platform, based on kind words from our valued clients.

Bespoke Independent Financial Advisers Limited profile

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

OUR PEOPLE

Jonathan Blain

Managing Partner

Meet Jonathan

Jonathan Fennell

Partner

Meet Jonathan

Simon Moriarty

Partner

Meet Simon

Matthew Hunt

Partner

Meet Matthew

Anne McClean

PARTNER,
HEAD OF WEALTH

Meet Anne

Roger Ballard

INVESTMENT MANAGER

Meet Roger

Julia Young

Investment Manager

Meet Julia

Contact us

If you would like to speak to us about your financial goals, or need any further information about our services, please get in touch.

Telephone:

+44 (0)20 7469 6830