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Managing the financial affairs of someone who has received a compensation award for a personal injury is not always straightforward. Our service has been designed to help deputies and professional trustees deliver the best quality of care and support.
Why should I choose IPS?
During an emotionally difficult time such as injury or loss of capacity, you need someone with experience in providing initial and ongoing wealth management to ensure long-term financial security. Below are some of our credentials in this regard.
Experience
For many years, lawyers, deputies, trustees, and their clients have trusted in our expertise. Our goal is to facilitate fully informed decisions by easing the burden and making things simpler.
Independence
IPS is owned by its Partners, meaning we are only accountable to you and your clients.
Focused on you
With us, you can expect the highest quality service designed to provide true peace of mind. You will always have direct access to the person responsible for managing your portfolio.
Transparency
One of our main objectives is to create a partnership with you and your clients, one that ensures complete transparency. You will receive regular, clear, and informative reports, as well as face-to-face meetings to review the progress of the portfolio and discuss any questions or concerns.
How we can help
Investing a lump sum and putting a robust financial strategy in place requires specialist advice. Everyone’s circumstances are different, so we take the time to understand what truly matters to create an investment strategy that aims to protect and grow capital.
Our experienced team of professionals are sensitive to the unique requirements in this area of investment management. From us, you will enjoy a personal approach based on trust and lasting relationships.
Safeguarding your wealth
Life-changing events can create uncertainty and worry. Our priority is to provide peace of mind through investment strategies focused on improved capital protection and risk-adjusted returns.
In our view, the best way to minimise losses is by constructing a portfolio diversified across a broad range of assets. Each portfolio is constantly monitored by our in-house risk management system to ensure that it achieves its objectives.
What clients say
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.
I have worked with Jonathan Fennell for many years and rely on his clear advice. He 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
We have been inviting Jonathan at IPS Capital to pitch to our Court of Protection and PI Trust clients for a number of years. The service that he provides is excellent – extremely thorough, personal, and responsive. Our clients appreciate the way in which Jonathan takes the time to get to know them, their families, and their goals, and he is keen to understand the issues that we as deputies face on a day to day basis. The support from the wider team at IPS is also first-rate.
Professional deputy
I have known and worked with Jonathan for many years now. I can always rely on him for sensible, pragmatic, and honest investment advice, and he is an excellent source of support for both myself and my clients. He is responsive and happy to go the extra mile, as he genuinely understands the needs of Court of Protection clients and truly cares about outcomes. Above all, I trust him to look after my client’s money, as I know their investments are in safe hands.
Professional deputy
I have worked with Jon for several years now, and he has managed the investment of damages for some of my clients with significant injury claims. They and I find him approachable, knowledgeable, and pragmatic, and all of my clients have been happy with both advice and results.
Partner, Personal Injury & Clinical Negligence
I recommend Jonathan unreservedly. I’ve been a client of his for well over a decade and value his guidance immensely. In a field that has a reputation for no longer treating customers as valued counterparties, his actions continue to demonstrate he at least sees earning and nurturing your trust as his principal objective.
Private client
