IP Wealth Management

At IP Wealth Management Limited we give you the right advice to get your financial assets working as hard as they possibly can. We invest our time to understand your financial situation completely. This is why we confidently give our clients the best possible solutions, and why we succeed.

Our aspiration as a business is to build long-term relationships with our clients so that your finances become a springboard, rather than an obstacle, to happiness.Our advisors look after clients through the UK and beyond, however the bulk of our client base is in the North of England, from Northallerton to Newark, and Huddersfield to Hull.

Role within the business: Director/Principal, Head of Client Servicing and Financial Adviser. A bit about me: I love watching football and playing football, holidays and travel but most of all spending time with my wife and son. Role within the business: Financial Adviser specialising in the investment and pension market.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. We charge a fee of up to 750 for mortgages and we will also be paid a commission from the lender. Or a fee of up to 1000 and we will refund any commission paid to you.

At IP Wealth Management Limited we put you, the customer, at the very centre of all we do. We offer a truly transparent service with no hidden charges. Our experienced advisers will ensure that by choosing IP Wealth Management you will be fully briefed as to the true cost, benefits and consequence of any product or service you purchase as a result of our advice.

IP Wealth Management Limited has given pension advice to thousands of clients and it is one of our main areas of specialty. Saving for your pension is vital if you want to have a comfortable retirement free from money worries and the sooner you start saving the better. Finding the right pension plan to suit your own individual circumstances can be daunting.