Our role, audit and goal setting

/Our role, audit and goal setting
alternative wealth management broker

Our Role

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

The Audit

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)

Goal Setting

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.

CONTACT IPS INVEST

To find out how we can help you, speak to one of our team today

CONTACT IPS INVEST
  • Suitability Notice

    The investment information featured in this section of the website is only available to High Net Worth Individuals, Sophisticated Investors and FCA Regulated Persons.

    The investment information is for information purposes only. The website and its content should not be taken as an invitation to engage in any investment activity. The website should not be construed as advice or a personal recommendation by IPS Invest Ltd to any prospective investor.

    Any person accessing the website and considering potential investment opportunities featured on the website should make their own commercial assessment of an investment opportunity after seeking the advice of an appropriately authorised and regulated financial advisor.

    IPS Invest Ltd provides marketing and administration services to regulated and non-regulated businesses and is NOT authorised or regulated by the Financial Conduct Authority. We do not offer any financial advice of any form and none of the investment products detailed are covered by the Financial Ombudsman Service or the Financial Services Compensation Scheme. The value of any investments can fluctuate and you may not get back the full amount you have invested.

    It is highly recommended that you always seek professional advice before entering into any investment agreement.

    Check this box if you are High Net or Sophisticated Investor

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