Investment Management

Personal Injury
and Court of Protection

Managing the financial affairs of someone who has received a compensation award for a personal injury is not always straightforward. Our service has been designed to help deputies and professional trustees deliver the best quality of care and support.

Is IPS for me?

IPS Capital has the experience needed to sensitively provide initial and on-going wealth management, during an emotionally difficult time, to ensure long-term financial security.

 

Experience

We have a long track record of working with lawyers, deputies, trustees and their clients. Our goal is to empower fully informed decisions by easing the burden and making things simpler.

 

Independence

IPS is owned by its Partners, meaning we are only accountable to our clients.

 

Focused on you

We are committed to delivering the highest quality service and providing peace of mind. You will always have direct access to the person responsible for managing your portfolio.

 

Transparency

One of our main objectives is to create a partnership with our clients, one that ensures complete transparency. We will provide you with regular, clear and informative client reports as well as face-to-face meetings to review the progress of the portfolio and discuss any questions or concerns.

How we can help

 

Investing a lump sum and putting a robust financial strategy in place requires specialist advice. Everyone’s circumstances are different, so we take the time to understand what truly matters to create an investment strategy that aims to protect and grow capital.

Our experienced team of professionals are sensitive to the unique requirements in this area of investment management and offer a personal approach based on trust and lasting relationships.

Safeguarding your wealth

 

Life-changing events can create uncertainty and worry. Our priority is to provide peace of mind through investment strategies that are focused on improved capital protection and risk-adjusted returns.

IPS Capital believes that the best way to minimise losses is by constructing a portfolio that is diversified across a broad range of assets. We then constantly monitor each portfolio with our in-house risk management system to ensure that it is always achieving its objectives.

I have worked with Jonathan Fennell for many years and rely on his clear advice. He is an absolute professional and clients feel confident in the knowledge that 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

We have been inviting Jonathan at IPS Capital to pitch to our Court of Protection and PI Trust clients for a number of years. The service that he provides is excellent – extremely thorough, personal, and responsive. Our clients appreciate the way in which Jonathan takes the time to get to know them, their families and their goals, and he is keen to understand the issues that we as Deputies face on a day to day basis. The support from the wider team at IPS is also first-rate.

Professional Deputy

I have known and worked with Jonathan for many years now. I can always rely on him for sensible, pragmatic and honest investment advice and he is an excellent source of support for both myself and my clients. He is responsive and happy to go the extra mile as he genuinely understands the needs of Court of Protection clients and truly cares about outcomes. Above all, I trust him to look after my client’s money as I know their investments are in safe hands.

Professional Deputy

I have worked with Jon for several years now and he has managed the investment of damages for some of my clients with significant injury claims. They and I find him approachable, knowledgeable and pragmatic and all of my clients have been happy with both advice and results.

Partner, Personal Injury & Clinical Negligence

I recommend Jonathan unreservedly; I’ve been a client of his for well over a decade and value his guidance immensely. In a field that has a reputation for no longer treating customers as valued counter-parties his actions continue to demonstrate he at least sees earning and nurturing your trust as his principal objective.

Private Client

OUR PEOPLE

Jonathan Fennell

Partner

Meet Jonathan

Julia Young

Investment Manager

Meet Julia

Connor Dawson

Senior Client
Services Manager

Meet Connor

Nvidia vs Germany | Weekly Market Update

27 February, 2024

I write a lot here about inflation, interest rates and the economy. But this is (at best) half the story of what really moves markets.

see more

Just cut rates already | Weekly Market Update

20 February, 2024

If you awoke from a coma and someone told you that the UK economy was…

see more

Receive regular IPS Insight

Subscribe to our newsletter below to receive regular updates

Trump or Biden? | Weekly Market Update

12 February, 2024

see more