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

Investment Management

MPS Factsheets and Literature

Core MPS Strategies

Our core offering employing an unconstrained multi asset allocation using both passive and active funds

April Factsheets

Cash Plus

Conservative
Defensive Diversifier
Diversifier
Progressive

Progressive Plus

Equity

Global Equity

Active Tracker MPS Strategies

Our actively managed asset allocation coupled with tracker funds to produce a low cost investment solution

April Factsheets

Conservative

Defensive Diversifier

ESG Strategies

ESG portfolios using a blend of active and passively managed funds

April Factsheets

Conservative ESG
Diversifier ESG

Progressive ESG

Progressive Plus ESG

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.

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