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.

You
Consulting
Insight
Contact

Insight

Exclusive: DFM has £1bn in sight with advice buy

Boost your financial knowledge

Stay abreast of the emerging developments that matter to you with our exclusive newsletter.

The US sneezes, France catches a cold | Weekly Market Update

2 October, 2026

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

Insight

Exclusive: DFM has £1bn in sight with advice buy

Read More

Boost your financial knowledge

The US sneezes, France catches a cold | Weekly Market Update