Welcome to Investment Solutions - trusted and experienced Chartered Financial Planners
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.
NOVEMBER 2017: INVESTMENT SOLUTIONS CHRISTMAS QUIZ
The festive season is nearly upon us, spending time with your family and friends at Christmas is something we all look forward to. To celebrate the most wonderful time of the year, at Investment Solutions we are offering one lucky winning recipient a £50 M&S voucher. All you have to do is answer the questions in the slip below and then send/email to us before 31st December 2017. The draw will take place on 3rd January 2018 and the lucky winner will then be contacted. Good luck!
Investment Solutions have done it again - we have been rated in the top 100 IFA's in the UK for the 2nd year running. It is very pleasing that given challenging conditions we are deemed as a leading IFA practice. Each & every member of the team made a significant contribution to our success and we thank them all for their endeavours. By putting clients first, acting within an ethical manner & treating clients fairly is paramount to what we do.
Investment Solutions have been shortlisted for 'Medium Company of the Year'. JP South Business Awards celebrate business excellence within the South Coast. These awards are in their 7th year and recognise & reward organisations by celebrating local businesses.
The awards ceremony will take place on Friday October 6th 2017 at The Grand Hotel, Brighton and will be presented by Nick Wallis, BBC's One Show presenter and Channel 5 reporter.
Four of the advisers at Investment Solutions have again achieved "Certificate of Excellence" from VouchedFor, for the second quarter of 2017 - well done all round.
Investment Solutions will be hosting a "Art and Jewellery Evening" on Thursday 20th July at our premises, in aid of The Youth Adventure Trust charity. We will have several local artists and jewellers displaying their work, which will all be available for purchase or order. We will be providing wine and cheese during the evening and would ask that you make a small donation on arrival to go to the charity. In addition a percentage of all sales made will also go to the charity.
The evening will run from 18.00 to 21.00 pm.
If you are interested in attending then please contact Sarah Brine on 01903 214640 or email her at: email@example.com
Four of the advisers at Investment Solutions have once again achieved "Certificate of Excellence" from VouchedFor for the first quarter of 2017 - many congratulations to you all.
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.
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.
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.
The following article is taken from the Worthing Herald, detailing another record breaking year for Investment Solutions.
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
Investment Solutions were shortlisted as Top 5 IFA in South East England 2017 by Citywire
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.
New Model Adviser Top 100 IFA Firm 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.
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.
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.
We offer a unique, boutique wealth management for individuals and business unlike any other. We:
- are completely impartial and independent
- have no external shareholders
- are a well-resourced, effective and collaborative team
- have an in-house investment committee, adding the human touch to the sophisticated investment and portfolio planning
- design portfolios and asset allocation strategies on a bespoke basis, then perform regular rebalancing for optimal asset mix and minimal drift
- follow our Service Charters to ensure you always know what service you can expect from us, complete with our service guarantee
- provide Intelligent wealth plans based on your values, aspirations and goals
- create highly-personalised solutions to solve complex financial issues, demonstrating innovation and creativity
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.