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Wealth planning is about making your money support the life that you want. This can feel challenging, which is why we are here to advise and guide you into making the decisions that work best for you.
IPS Wealth begins with your end goal in mind. We have the knowledge and technical expertise to design a plan that allows you to achieve the right outcome for your future. Whether you are looking to build on your own financial security, planning to pass assets on to loved ones or structuring your retirement fund, we can help you assess your current position and action your intentions.
Why IPS Wealth?
We are a highly-qualified, award-winning team with years of experience working across a wide variety of client situations. We deliver something truly special in terms of outcomes for clients, along with good old-fashioned service. We are thorough in our approach and collaborative with your other professional advisers wherever appropriate. Most of our clients come to us by way of introduction and from this position of trust we look to build long-term relationships, developing a deep understanding of what is important to you.
YOUR AIM
Building Funds
for the Future
Most clients want to secure their financial future, which can prove difficult when negotiating all the demands on your income.
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Structuring Income in Retirement
You have spent a lifetime building your capital, now it’s time to start enjoying it.
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Passing
Assets on
What happens to your money after you are gone can be difficult to contemplate and even harder to discuss, particularly when family is involved.
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Getting
Divorced
Engaging with a financial planner in the divorce process can be hugely beneficial and at IPS Wealth, we have many years of experience and expertise in this area.
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IPS Capital LLP – expertise, excellent client service, and a great pleasure to work with. It has been such a relief to meet Anne, life changing in several respects. I am so grateful to my friend for recommending her.
Corinne G, Retired
Anne McClean has been providing me with financial planning advice for the last 20 years. She has developed an excellent and comprehensive investment strategy for my wife and I. I would have no hesitation in recommending Anne to anyone seeking a sound financial planner.
Will S., FinTech Entrepreneur
It’s extremely important to have confidence and trust in your adviser. For more than 10 years she has advised and guided me well through money matters and does it with careful consideration and kindness. Unless this is your profession, you need someone just like her to take the right financial decisions for you.
Christopher H., Retired Vet
