Award winning - Chartered Independent Financial Advisers based in Worthing, providing bespoke financial advice to private clients and companies on all aspects of financial planning.
Award Winning Firm - Based in Worthing, West Sussex, Investment Solutions has been providing bespoke, Independent Financial Advice to private clients, solicitors, accountants and companies on all aspects of financial planning for over 33 years. Because we are fully Independent Chartered Financial Planners, our clients benefit from our impartial approach and our access to the broadest range of fina
Operating as usual
Equity release.
Youโre in safe hands with us
Navigating the path to equity release takes experience. It takes know-how.
A long-term loan secured on your home. Repaid on death or entering long-term care. Find out about the benefits, costs and risks. Contact us.
Please remember that this is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#equity #equityrelease #finance
Congratulations to Angus & Ivan โ who both appeared in The Times over the weekend, as two of the top 5 Advisers in the UK, for client reviews by https://www.vouchedfor.co.uk
Vouchedfor is a web site where the public can rate their financial adviser. Indeed some 233,000+ have done so to-date
www.investment-solutions.co.uk
tel: 01903 214640
email: [email protected]
#vouchedfor #independentadvice #investmentsolutions #financialadviser
From clean water to clean energy, weโve been investing client funds since 1988.
Creating brighter futures for 34 years.
The value of investments can go down as well as up and your capital is at risk.
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#capital #clean #eco #investing
Mother's Day!
Wishing all Mums a very Happy Mother's Day!
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#mothersday #bespoilt #mum
How about contacting us? Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#achieve #achievement #can #positive #wealth
Today in the office we have been taking part in "Wear a Hat Day 2022" helping to raise money for Brain Tumour research. You can find out more about this cause here; https://www.braintumourresearch.org/
#WearAHatDay #braintumourresearch #charity
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#mind #mindfulness #life #understand #wealth
So proud on behalf of all the team in winning City of London Wealth Management Award 2022 - Regional Wealth Manager of the Year
www.investment-solutions.co.uk
Tel: 01903 214640
[email protected]
When might you need advice?
A Financial Adviser can help you adjust to changing circumstances, including putting money by for your children's future and taking out protection, such as health and life insurance.
The value of investments can go down as well as up and your capital is at risk. Individual circumstances must always be considered, and advice should be sought.
Contact us for Independent advice: Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#advice #motivation #support #goals #happiness #help#follow#guidance #financial #selflove
Looking for a fulfilling retirement.
Get your finances in order - while preparing emotionally is a big part of retirement, you need money to allow you to live life to the fullest.
Sorting out the finances - this is where we can help, so that you can rest assured you have the resources to spend your retirement free from money worries, allowing you to enjoy your later years.
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#retire #retirement #finances #pension #money
Looking for a fulfilling retirement.
Review your interests - in addition to solitary hobbies and interests, joining groups and clubs can help you develop new social networks.
Sorting out the finances - this is where we can help, so that you can rest assured you have the resources to spend your retirement free from money worries, allowing you to enjoy your later years.
Tel: 01903 214640 Email: [email protected]tment-solutions.co.uk www.investment-solutions.co.uk
#retire #retirement #finances #pension #money
Shakespeare Week.
Shakespeare week is a national annual celebration giving primary school children a great first encounter with Shakespeare.
Some forgotten Shakespeare words include - bubble-babble meaning chatter; jakes meaning toilet and rumble meaning dawdle.
Language is also evolving - at Investment Solutions we will always communicate in easily and understandable language.
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#shakespeare #language #English #understand #finance
Looking for a fulfilling retirement.
Exercise - we all know the benefits of exercise for our physical and mental health. Getting into the habit could help your emotional state when you retire
Sorting out the finances - this is where we can help, so that you can rest assured you have the resources to spend your retirement free from money worries, allowing you to enjoy your later years.
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#retire #retirement #finances #pension #money
The 6 seaside towns everyoneโs going to be talking about this summer The faded, flaking-paint nadir of the UKโs seaside towns suddenly feels a long time ago. With their regeneration accelerated by two pandemic-fuelled staycation
Visualise your retired self.
Over the next few days we look at some tips to help prepare for a fulfilling retirement.
Wind down in stages - instead of going from full-time to retired overnight, you could try a gradual retirement to keep the fulfilment of work combined with the free time to pursue other interests.
Sorting out the finances - this is where we can help, so that you can rest assured you have the resources to spend your retirement free from money worries, allowing you to enjoy your later years.
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#retire #retirement #finances #pension #money
It's Red Nose Day 2022 and members of staff at Investment Solutions have been wearing their noses during the day (in their different locations)
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#RedNoseDay22 #comicrelief #wearyourrednose #charity
Global Recycling Day!
Global recycling day was created to help recognise and celebrate the importance recycling plays in preserving our precious primary resources and securing the future of our planet. We can all do our bit to help the planet.
At Investment Solutions we have a recycle box for all our used printer cartridges so that they get returned and recycled. Naturally we also recycle all other waste where possible, such as cardboard boxes and plastic cartons.
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#recyclingheroes #recycling #globalrecylingday #recyclingheroes #plastic
A number of our incredible staff walked from Brighton Palace Pier to Worthing Pier last weekend to raise funds for https://www.nhs.uk/services/service-directory/british-acoustic-neuroma-association-bana/N10936010
www.investment-solutions.co.uk
Tel: 01903 214640
email: [email protected]
Happy St Patricks Day !
Today is the National Day of Northern Ireland & Republic of Ireland.
Whether you are wearing green today, eating Irish food, imbibing in an Irish drink โ enjoy!
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#shamrock #leprechaun #green #ireland #irish #clover #parade #stpattys #stpats #stpatricksparade
Did you know today is National Panda Day? Itโs also our employee Oli Suter birthday today - so we have Panda ๐ผ Birthday ๐ Cake to enjoy, as well as a donation to World Wildlife Fund charity
www.investment-solutions.co.uk
Tel: 01903 214640
email: [email protected]
Retirement Preparing emotionally.
Many retirees simply aren't prepared for how significantly their life will change, and many while not missing work, will certainly miss the sense of purpose that comes with the organisational structure to which they have become accustomed.
Sorting out the finances - this is where we can help, so that you can rest assured you have the resources to spend your retirement free from money worries, allowing you to enjoy your later years.
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#retire #retirement #finances #pension #money
Do you have a bungalow or house to sell within the ยฃ700,000 - ยฃ800,000 price range in Findon Valley - Goring - Rustington area? If so, one of our clients is looking to purchase asap. Contact - Ivan Lyons tel 01903 214640
Searching for a Financial Adviser?
From moneysaving expert, everyone loves Martin Lewis.
https://www.moneysavingexpert.com/โฆ/best-financial-advisers/
As an Award Winning Chartered Firm of Independent Financial Advisers - we are well placed to help you
Tel: 01903 214640 Email: [email protected] www.investment-solutions.co.uk
#adviser #advisor #IFA #financialadviser #financialadvisor #advice
Based in Worthing, West Sussex, Investment Solutions has been providing bespoke, Independent Financial Advice to private clients, solicitors, accountants and companies on all aspects of financial planning for over 30 years.
Because we are fully Independent Chartered Financial Planners, our clients benefit from our impartial approach and our access to the broadest range of financial products and services available in the UK market.
So whether it be investments, pensions, retirement, equity release, protecting what is important or any other financial matter, we have the wealth of experience needed to create the solution that's right for you.
Awards
We are an award winning firm - check out our website: www.investment-solutions.co.uk
Our Values
Our strength lies in our commitment to treating customers fairly, our client relationships and our approach of fully understanding and prioritising our clients' objectives, desires and aspirations. Your first financial review with Investment Solutions is free of charge and will begin with a discussion about your priorities and concerns. There will be no obligation to proceed if you don't want to pursue our advice further.
Once your financial adviser has understood what is important to you, he or she will produce a detailed financial planning report that has been tailored to your circumstances. It will show you how we can help you address your needs and achieve your objectives. We will take plenty of time to discuss your report with you and make sure you understand the features and benefits. When you are ready, our dedicated customer service team will help arrange the necessary paperwork.
Why Investment Solutions?
Here's just a few of the many reasons why you should choose Investment Solutions for Independent Financial Advice:
We are trusted advisers to clients across the South and have been for 25 years
As Chartered Financial Planners, we are;
- Very highly qualified and experienced.
- We are client-orientated and will always do our best to help.
- You and your affairs are treated as an individual.
- You will have a dedicated, named adviser.
- Specific, targeted, advice - we don't believe in 'one size fits all'.
- Dedicated pre-sales and after-sales support team.
- Local advisers, based in Sussex
- Highly competitive advisory and servicing fees
What Makes Investment Solutions Different?
Investment Solutionsโ financial advisers will always provide clear information at every stage of the financial advice process and our dedicated customer service team are on hand to answer any queries and ensure that your after-sales experience is simple and hassle free. Our mission is to offer you clear, effective and personalised financial advice. Unlike many financial advisers, we will treat you as an individual; we do this by building a personalised plan to help you reach your goals, whatever they may be.
Unlike many Independent Financial Advisers who offer investment advice, Investment Solutions conducts investment research and recommendation entirely in-house. We do not outsource the most vital part of the advisory process to a third party, meaning you can be sure we always know your goals and are actively working to help you achieve them. Because we are not paying anybody else for these services you are not subject to unnecessary additional costs.
Monday | 8:30am - 5:30pm |
Tuesday | 8:30am - 5:30pm |
Wednesday | 8:30am - 5:30pm |
Thursday | 8:30am - 5:30pm |
Friday | 8:30am - 5:30pm |
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