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The world of investment is constantly changing. That means you need a team with a responsive, informed, and independent approach. To align with the latest global developments and opportunities, we leverage insight, speed, and agility in all our decisions.
Why choose us?
Since launching in 2007, IPS Capital has rapidly become one of the UK’s leading independent investment management firms, now managing assets in excess of £1 billion.
As a valued client, you will benefit from a hands-on, personalised relationship, with all the reassurance of traditional service, backed by a robust investment process and risk management technology.
Our sole objective is to meet your needs with seamless and stress-free efficiency.
How we are different
IPS Capital is owned and led by its Partners, with no ties to external shareholders or financial institutions. This means you work with a team empowered with the unique freedom to optimise every potential advantage, ensuring consistent performance and exceptional service.
Our investment strategies are underpinned by our proprietary risk and portfolio management tool, IPS ART. They will address your specific aims through insightful asset allocation and fund selection, alongside quantitative and qualitative measures to mitigate risk.
The cornerstone of our reporting is transparency – a dedication to clarity and honesty that ensures you are always in control.
OUR APPROACH
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.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
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.
Having Simon Moriarty and IPS working for us has been great. Communication about what is going on in the markets, our financial position, and the strategies we are following has been spot on! Debby and I can truly say we have complete faith in their capability to deliver for us.
Stephen and Debby, telephony and property entrepreneurs
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. I very much enjoy working with IPS Capital and look forward to growing our relationship.
Stuart Dowding, Group Head of Private Client, Oak Group
Jonathan Fennell is an absolute professional, and clients feel confident in the knowledge 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
