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Awards are an opportunity for the financial services profession to recognise the excellent support that wealth planners, investment managers, and firms offer their clients.
We are excited to announce that IPS Capital has been shortlisted for the 2025 Investment Life & Pensions Moneyfacts Awards.
In addition to this, three of our accomplished team members are longlisted for a Women in Finance Award and one is nominated for a Citywealth Magic Circle award.
Read on to learn more.
IPS Capital is shortlisted in the Tax and Estate Planner of the Year category at the Moneyfacts awards
The Investment Life & Pensions Moneyfacts Awards recognises the top firms in the financial services sector, covering many areas of advice including pension provision, investment management, protection, and estate planning.
This year, IPS Capital is shortlisted in the Tax and Estate Planner of the Year category.
Our nomination demonstrates the level of expert knowledge we have and the incredible outcomes we provide to our clients in this area.
We are especially happy to be selected in this category as tax and estate planning services are increasingly important in light of recent announcements about Inheritance Tax (IHT) and pensions. Our clients are relying on our expertise more than ever, and this nomination is a welcome affirmation of the value we provide.
To be shortlisted is already a significant achievement and we will find out whether we have won the award later this year.
Read more: IPS Capital Wealth Planning
3 of our team members are nominated for a Women in Finance Award
Alongside the Moneyfacts nomination, which recognises our business, several of our individual team members have been highlighted in the 2025 Women in Finance Awards.
These crucial awards shine a spotlight on the excellent work of women in the financial advice sector and the wider financial services profession. As women are still underrepresented in this field, recognising the contribution that these individuals make is vital.
We are very proud to announce that three of our experienced IPS Capital team members have made it onto the longlist. All three are nominated in both the “Financial Adviser of the Year – London” and “Woman of the Year – Retirement” categories.
Lucy is an experienced wealth planner with over 20 years’ experience in the financial services profession. Advising on all aspects of financial planning, including retirement and estate planning, Lucy often works alongside clients’ solicitors, accountants and investment managers. In addition, Lucy specialises in working with those going through divorce who need advice to achieve a fair financial settlement.
Nicky is a Chartered Wealth Planner with more than 24 years of experience working in financial services. She joined IPS Capital in 2025 and has quickly become an integral part of the team. Nicky supports clients with a range of wealth planning advice including retirement planning, investment management, tax efficiency, and estate planning.
Anne has been assisting UK-based private clients since 2004 and has an impressive list of accolades including being named a Top Rated Adviser by VouchedFor on several occasions. As well as supporting clients with financial planning, Anne serves as the Head of Wealth and an IPS Capital Partner.
After being selected, Lucy, Nicky, and Anne will complete a short questionnaire, which a panel of judges will use to create the shortlist.
The judges will then choose their winners based on achievements in the workplace and contributions to support and inspire women in the profession.
The selection highlights that IPS Capital team members are among the most experienced and knowledgeable in the financial services sector, and our clients will benefit from this.
We are incredibly excited to hear the results of the next stage of the selection process.
Simon Moriarty is shortlisted for a Citywealth Magic Circle Award
For more than 20 years, the Citywealth Magic Circle Awards have been recognising the top-performing wealth managers that cater to ultra-high net worth clients. The winners of these awards are selected based on the opinions of expert judges, as well as client testimonials.
We are pleased to announce that in 2025, IPS Capital Partner Simon Moriarty has been shortlisted for the “Wealth Professional Award”.
Alongside his role as Partner, Simon manages client portfolios and advises on inter-generational wealth planning and complex investment issues.
To be nominated for one of these prestigious awards is a momentous achievement and demonstrates Simon’s skill and experience.
Get in touch
If you need sector-leading guidance on any aspect of wealth planning or investment management, we can support you.
Please email info@ipscap.com for more information. If you are already a client with us, speak to your relationship manager to learn more.
