About

Our ethos We provide exceptional service with long-term, holistic client relations at the heart of everything we do.

Why IPS? Our independence allows us to create a uniquely personalised service, with us by your side for the long run.

Careers We offer opportunities in all areas of investment management and wealth planning.

People
Services

Investment Management To align with the latest global developments and opportunities, we leverage insight, speed, and agility in all our decisions.

Wealth Planning Wealth planning is about making your money support the life that you want. Let our team provide expert advice and guidance.

Court of Protection and Personal Injury We support deputies and trustees in managing compensation awards, ensuring the best care and financial outcomes for injured individuals.

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Testimonials

Testimonials

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

Insight and analysis

The US sneezes, France catches a cold | Weekly Market Update

2 October, 2026

Some weeks (and these are normally the good weeks for markets) I am scratching round for things to write here. This is not one of…

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Making sense of September | Weekly Market Update

24 September, 2026

I was back this week from a later than usual summer break. While I was…

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Retirement Planning for Senior Female Executives

17 September, 2026

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View all insight

The value of investments can fall as well as rise and you may get back less than you originally invested.