Catherine and Paul

Our clients Catherine and Paul came to IPS Capital with a clear set of priorities shaped by their blended family circumstances. Having both lost their first spouses, they wanted to ensure that their finances were managed prudently, that their children were well provided for, and that neither would be left vulnerable should the unexpected happen.

Catherine first built a trusted relationship with Lucy, who she describes as a patient listener with a common-sense, human approach. Paul, looking for guidance on managing his pension and future planning, then joined IPS and now works closely with Anne. Together, Lucy and Anne provide what Catherine and Paul call “the best of both worlds” – individual advice tailored to each of them, underpinned by joined-up thinking across their shared future.

They value the independence and integrity of the advice they receive, as well as the clarity with which it is explained. For Catherine, the reassurance comes from having her cautious, risk-aware outlook understood and respected. For Paul, it is the confidence of working with an adviser who is impartial and empathetic, and who he feels always has the couple’s best interests at heart. Both agree that the trust they place in Lucy and Anne gives them real peace of mind about the future.