About

Our ethos We provide exceptional service with long-term, holistic client relations at the heart of everything we do.

Why IPS? Our independence allows us to create a uniquely personalised service, with us by your side for the long run.

Careers We offer opportunities in all areas of investment management and wealth planning.

People
Services

Investment Management To align with the latest global developments and opportunities, we leverage insight, speed, and agility in all our decisions.

Wealth Planning Wealth planning is about making your money support the life that you want. Let our team provide expert advice and guidance.

Court of Protection and Personal Injury We support deputies and trustees in managing compensation awards, ensuring the best care and financial outcomes for injured individuals.

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Insight
Contact

Insight

We are excited to announce that we have acquired Saffron Walden-based Greenwood Financial Planning LLP

8 October, 2024

Exclusive_ DFM has £1bn in sight with advice buy 2

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My house hasn’t been a great investment | Weekly Market Update

12 June, 2026

The value of investments can fall as well as rise and you may get back less than you originally invested.

Giving back

The desire to do the right thing is a quality shared by every member of our team. Discover more about our corporate social responsibility efforts for our chosen charity, PAPYRUS.

Tell me more

Insight

We are excited to announce that we have acquired Saffron Walden-based Greenwood Financial Planning LLP

Read More

Boost your financial knowledge

My house hasn’t been a great investment | Weekly Market Update

Giving back