Investment Solutions has been providing Independent Financial Advice to clients across the country, including London and the South for over 28 years.  Based in Worthing with representatives in Brighton & Hove, Investment Solutions assist clients across the South including Surrey, East Sussex, West Sussex, Kent and London as well as expatriate clients around the world.


LATEST: 

March 2017:

A great turn out for our breakfast seminar today.  Paul Askham of Octopus Investments presented on "Tax Efficient Investing and Inheritance Tax Solutions". Thanks to all who came, we hope you found it useful.

 

March 2017:

Jan Kinghorn has now achieved Chartered Status with the CII. Congratulations from us all to Jan - here she is receiving a gift for this achievement.

February 2017:

Marathon Man is approaching his 100th marathon!!

Ivan Lyons, Managing Director at Investment Solutions will be running his 100th Marathon in Jerusalem in March next month, as part of his 50th birthday celebrations.  Ivan has pledged to run 20 marathon races (26.2 miles) within the next year in aid of Tusk Trust.

Tusk supports more than 60 field projects in 19 African countries that not only work to protect wildlife, but also help to alleviate poverty through sustainable development and education amongst rural communities who live alongside the wildlife.

All funds being raised, go directly to the charity.

You can help Ivan raise money for this great cause by donating directly to his fundraising page - https://www.justgiving.com/Ivan-Lyons2 or drop any donations to the Office in favour of Tusk Trust

Thank you, on behalf of the elephants and friends.

January 2017:

The following article is taken from the Worthing Herald, detailing another record breaking year for Investment Solutions.

Worthing Herald Jan 17.JPG

January 2017:

Congratulations to Mr & Mrs S of Steyning, Mrs C of Hadlow, Mrs B of Rustington and Mrs O of Midhurst, all of whom were winners of the Investment Solutions VouchedFor.co.uk competition run in 2016 and recipients of 2 nice bottles of wine each.

To enter the 2017 competition please take a moment to rate our adviser services at VouchedFor.co.uk

January 2017:

Investment Solutions were shortlisted as Top 5 IFA in South East England 2017 by Citywire

January 2017:

Congratulations to Tricia Simpson who won the Sussex Local December competition.  Tricia collected her £50 voucher with her grandson and had their photo taken with "Worthy", the Investment Solutions Snowdog.

December 2016:

New Model Adviser Top 100 IFA Firm 2016

 

November 2016:

Investment Solutions – Winners: Medium Company of the Year 2016: Adur & Worthing Business Awards

Last weekend we were delighted to have been awarded Winners – Medium Company of the Year, within Adur & Worthing.

The black tie awards ceremony was held at Worthing Pavilion and was presented by BBC One Show presenter, Nick Wallis and the ceremony was introduced by Blaise Tapp, communities content editor of Sussex Newspapers, which publishes the Herald. Nick said the judges were ‘very impressed’ by Investment Solutions, who had a record-breaking year in 2015.

The award was sponsored by Bennett Griffin and was presented by Ian Macara.

The winner needed to demonstrate an ‘innovative ability to identify market opportunities’.

Director, David Connor, said he was ‘incredibly pleased’ to have won the award and that it ‘meant a lot’.  He added: “We try so hard as a business and I would have been devastated if we hadn’t of won an award as we really look after the local community.”

More information of the night & the winners can be viewed within Worthing Herald or via our website.

October 2016:

Today all the staff in the office have helped raise money towards Breast Cancer by taking part in the "Wear It Pink" day.

 

October 2016:

Investment Solutions have been shortlist in this year’s Adur & Worthing Business Awards within two categories:

Customer Service

Medium Company

Judges have been sifting through the entries, however, there is one category in which they have no say – the Reader’s Choice Award.

If you have been satisfied with our service and advice please vote by text, WHH BUSS 1006 and send it to 85100

(voting by text costs £1.50 per vote plus standard network rate. Don’t forget the spaces!). You can vote as often as you like before the text line closes at 11:59pm on November 4 2016

Thank you.

 

October 2016:

Are you experiencing relationship difficulties?  Are you considering a divorce or separation but worried about going to Court?   If so, at Investment Solutions we are an affiliate member of Brightpod – The home of Collaborative Family Law in Brighton & Hove and Sussex.

Angus Willson, Chartered Financial Planner, specialises on pensions & divorce matters.     

http://www.brightpod.co.uk/

 

October 2016:

Are you interested in Financial Service issues & planning?

On linkedin? If so – we have a Group: Money Matters – Financial Planning (which you are able to join) & to contribute as well (not compulsory!)

https://www.linkedin.com/groups/4713535

September 2016:

Are you looking to purchase a property in Worthing for £260k to £310k or in Worthing/Goring for £550k to £630k and are interested in appearing on the Channel 4 programme: Selling Houses with Amanda Lamb - if you are interested, please contact Caroline Oliver of Reef Television on 0207 539 2048 who would be delighted to hear from you.

 

September 2016:

We are delighted to announce that for our clients who utilise the Aegon ARC platform, for their pensions or investments, that we have negotiated reduced platform charges moving forward.

Fund Value                                                   Annual Percentage Charge
First £29,999.99                                                        0.40%
Next £20,000 (£30,000 to £49,999.99)                       0.40%
Next £50,000 (£50,000 to £99,999.99)                       0.20%
Next £150,000 (£100,000 to £249,999.99)                  0.20%
Next £250,000 (250,000 to £499,999.99)                    0.20%
£500,000 and over                                                     0.00%

 

July 2016:

Congratulations to Angus Willson, who has successfully qualified as a Chartered Financial Planner.

July 2016:

Whilst the whole country commemorated the 100 year anniversary of the Battle of the Somme, we at Investment Solutions held our own event in honour of the previous resident of Grafton House; "2nd Lieutenant Cecil Arthur Stubbs" who died on 2nd July 1916.  Representatives were present from the Royal British Legion and Investment Solutions were happy to donate £250 to the charity.

June 2016:

Sarah and Sophie from the office successfully completed the 13.1 midnight walk along Worthing seafront on Satruday night, and in the process managed to raise £709 in aid of St Barnabas House hospice.  Well done ladies.

June 2016:  

Angus, Rafa, Ivan (from Investment Solutions), together with client Sarah Amram, completed the 54 mile London to Brighton British Heart Foundation Bike ride. The training proved invaluable as the team successfully cycled the whole course, including Ditchling Beacon.  A total of £700 was raised.  Well done to them all.

 

May 2016:  We are delighted to announce that for our clients who utilise the Aviva Platform, for their pensions or investments, that we have negotiated reduced Platform charges moving forward. 

                                                                                  New charges

                                                                                  A further discount of 0.05% pa applies for the Insured Choice pensions portfolio.

                                                                                   Old Charges

                                                                                   Flat 0.35% Pensions (0.3% where 100% Core funds)

                                                                                   Flat 0.25% ISA/Collectives

 

April 2016:  Ivan Lyons and Jan Kinghorn of Investment Solutions made a visit to the Wadars Headquarters in Ferring to hand over the cheque for £1,540.28 that has been raised by Investment Solutions staff and clients during the past 12 months.

April 2016:  We are pleased to announce that Cara Nicholas has joined the Paraplanning team at Investment Solutions.  Cara brings with her 8 years of Financial Services experience and has attained IFS Level 4 qualification.  We very much welcome Cara to our expanding team.

 


How We Can Help You

We offer a comprehensive list of financial advice including:

  • Investment Advice
  • Pension Advice and Retirement Planning
  • Insurance Advice
  • Equity Release Advice
  • Tax Planning, Estate Planning and advice on Inheritances
  • Mortgage Advice
  • Specialist advice for High Net Worth Individuals and High Earners

Our advisers are experienced in all forms of strategic personal and business financial planning and wealth management.

You can expect great customer service, or your money back.


Independent Financial Advice

As Chartered Financial Planners and Independent Financial Advisers, Investment Solutions is independent of any bank, insurance company or other financial services provider, meaning you can be sure that we are providing impartial and independent financial advice designed around you.

Investment Solutions is also accredited by The Law Society and a member of SIFA (Solicitors Independent Financial Advisers), so you can be confident that we are working to deliver results in your best interests and helping you to take control.


 What Makes Us Different? 

We offer a unique, boutique wealth management for individuals and business unlike any other.  We:

See What Our Clients Are Saying

Our advisers and our practice are highly qualified.  We strive to ensure all our clients are pleased with their level of service and the quality of our advice.  Don't forget, we back this up with our money-back guarantee.

You can see what they have to see about our advisers on our Testimonials page.  We are proud to be VouchedFor!   


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