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.
Find out moreStructuring Income in Retirement
You have spent a lifetime building your capital, now it’s time to start enjoying it.
Find out morePassing
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.
Find out moreGetting
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.
Find out more