About us

As well as having a vast amount of experience in the industry and being very well qualified - Chartered Financial Planners and full members of the Society of Trusts and Estate Practitioners - we are also a very friendly bunch.

The aim of IPS is simple - to deliver an efficient, integrated and valued paraplanning service.

Specialist Planning Areas

  • Defined benefit pension reviews

  • At retirement income strategies

  • Property purchases within SIPPs

  • Trust reviews

  • Esoteric investment strategies

  • Sophisticated inheritance tax planning