IPS are an alternative wealth management broker, specialising in property and property backed investments. Since our formation, together with our business partners, we have amassed a wealth of experience to support your financial and retirement goals.
Services we offer are delivered either directly by IPS or through companies and individuals who are expert in their field:
- An audit of your current situation
- Goal setting
- Free pension review
- Off market property investments
- Fixed return asset backed investment
- Mortgage reviews
- Tax planning
A trained member of our team will help you take stock of your current position which will include an in-depth analysis of your current financial position including assets, pensions, investments, borrowings, savings and current tax position.
(Regulated advice will be given through our preferred regulated professionals where required)
Alongside the audit we listen to your goals and help you develop your plan for the future.
As part of the goal setting process we will work alongside our partners to support your plan.