Here’s what you told us in our 2019 client survey – and what we’re doing to improve
February 18, 2020
Before Christmas, we asked all financial advisers and planners to complete a short survey to help us to understand more …
Category: IPM news
IPM retains prestigious five-star rating
January 21, 2020
Each year, Moneyfacts – the UK’s leading provider of financial data – undertakes an impartial assessment of the technical merits …
Orange, Y2K and the Sixth Sense – November 1999 remembered
November 12, 2019
Back in November 1999, Tony Blair was the Prime Minister and Bill Clinton was well into his second term as …
Celebrating IPM’s 20th birthday with our managing director
November 12, 2019
Back in 1999 smartphones were an idea from science fiction and David Cameron wasn’t even a Member of Parliament! It …
IPM shortlisted for prestigious award
May 15, 2019
We are delighted to announce that IPM has been shortlisted in the best SIPP provider category at the 2019 Investment …
Tax-year end: IPM deadlines you need to know about
March 13, 2019
As hard as you try to spread work out evenly during the year there will always be clients who leave …