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.
Investment Solutions Christmas Quiz 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.
Today all the staff in the office have helped raise money towards Breast Cancer by taking part in the "Wear It Pink" day.
Investment Solutions have been shortlist in this year’s Adur & Worthing Business Awards within two categories:
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
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.
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!)
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.
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%
Congratulations to Angus Willson, who has successfully qualified as a Chartered Financial Planner.
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.
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.
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.
A further discount of 0.05% pa applies for the Insured Choice pensions portfolio.
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.
February 2016: We are delighted to announce that David Connor, Director at Investment Solutions, passed the Chartered Institute of Securites and Investments Certificate of Private Client Investment Advice and Management.
Private Client Investment Advice & Management (PCIAM) enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.
The qualification is regulated by Ofqual as a level 6 qualification on the Regulated Qualifications Framework (RQF) Framework.
February 2016: There are still places available at the charity dinner we are hosting on 3rd March in aid of the animal charity "Wadars". Click here for details and contact Sarah Brine if you wish to attend or buy raffle tickets.
February 2016: Investment Solutions are now the ONLY firm in West Sussex to be appointed a member of SIFA, (Solicitors Independent Financial Advisers). Quoted a delighted Ivan Lyons, Director "The Law Society and Solicitors Regulatory Authority very much recommends that Solicitors deal only with SIFA Professional members and at Investment Solutions I am thrilled that we are recognised as a firm who have the technical qualifications, experience and knowledge to help clients of lawyer practices.
January 2016: The prize draw for the VouchedFor reviews was made on 12th January and there were 5 different winners, each receiving a duo of fine Italian wines. There will be a similar draw running in 2016 for the VouchedFor reviews and at the end of the year, all Adviser's review ratings will go into the draw and a prize will go to one review per Adviser.
January 2016: Investment Solutions achieved a record breaking year in 2015
Please click on the link below to read the article from the Worthing Herald
January 2016: Ambitious Advisers - IFA's reveal their 2016 plans
Please use the link below to read the New Model Adviser article on Ivan Lyon's plans and thoughts for 2016 along with 4 other IFA's
October 2015: We are delighted to announce that for our clients who utilise the Cofunds Platform, for their pensions or investments, that we have negotiated reduced Platform charges moving forward. For instance portfolios valued up to £100,000 were charged at 0.29% pa and the next £150,000 at 0.26% pa. The new charge is 0.25% pa up to £500,000. Further discounts apply on larger portfolios. No action is required & the reduction will apply immediately. For further information please do not hesitate to contact us.
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.