IPS Capital acquires Saffron Walden-based Greenwood Financial Planning for an undisclosed fee.

Exclusive: DFM has £1bn in sight with advice buy

I specialises in helping individuals, trusts and agent-led portfolios. In addition to managing client portfolios I am often asked to advise on inter-generational family wealth and complex investment issues, supporting families, trustees and professional advisers.

I am a chartered fellow of the Chartered Institute for Securities and Investments and sit on the IPS Investment Committee.

investments

financial planning

financial health

wealth management

pensions

financial services

politics

IPS-logo-jfif.jfif

Simon Moriarty

Simon Moriarty's Media Coverage