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Most clients want to secure their financial future which can prove difficult when coping with all the demands on your income. At IPS Wealth we are adept at identifying each client’s personal goals and aspirations.
Crucially, building future funds is about converting earnings into wealth. A successful career does not always translate into an adequate retirement pot. Balancing your present self with your future self can be challenging, especially if you are unsure about what’s required. We can act as your partners in managing the stability of your financial health.
Understanding the impact of different decisions is key, for example: – “Is it better to pay off the mortgage versus making a pension contribution?” Or “what should I do if I have a lump sum?”
Our role is to ensure that all bases are covered, for now and later. Proactivity is the benchmark of our service; we want to ensure your money is future-proofed as much as possible. It’s never too late to look at your current position and put a plan in place.
Our approach
We are experts in dealing with the myriad of different wealth planning structures, whilst maximising returns and minimising tax.
When comparing all the options and making our recommendations to achieve a successful outcome, we will always remain transparent about the different levels of risk, giving you clarity and confidence throughout the process.
We are delighted, and relieved, that our portfolio is back in the capable hands of Anne McClean. Over a number of years we have built a strong relationship based on professionalism, approachability and trust. Anne has in-depth product and market knowledge and her dedicated approach will continue to serve us well.
Charlotte W., Owner/ of Legal Services firm
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
