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Wealth planning is about making your money support the life that you want. This can feel challenging, but with our advice and guidance, you will be able to make the decisions that work best for you.
Here, we begin with your end goal in mind. Our relationship managers have the knowledge and technical expertise to design a plan that allows you to achieve the right outcome for your future.
You may be looking to build on your own financial security, planning to pass assets on to loved ones, or structuring your retirement fund. Whatever your goal, we can help you assess your current position and action your intentions.
Why IPS Wealth?
Our highly qualified, award-winning team has years of experience working across a wide variety of client situations. Our clients tell us we deliver something truly special in terms of outcomes, along with good old-fashioned service. Our approach is thorough, and we will collaborate with your other professional advisers wherever appropriate.
A point of pride for us is that most of our clients come to us by way of introduction. From this position of trust, we look to build long-term relationships, developing a deep understanding of what is important to you.
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.
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 is 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 make the right financial decisions for you.
Christopher H., retired vet
OUR PEOPLE
