Important Information


Terms Of Business & Key Facts About Our Services

We strive to be clear and transparent in our dealings with all clients and it is important to us that you are aware of everything you need to know.  All Investment Solutions clients can expect to receive the following documents after making an appointment to receive independent financial advice with one of our financial advisers.

We are proud to offer our Client Service Agreement (Fees), which describes the service level you can expect from Investment Solutions as well as detailing our fee charging structure.    

 

Our Key Facts about Our Services Document outlines our status as unbiased, 'whole of market' independent financial advisers and the costs associated with our services.

Authorisation and Regulation

Investment Solutions is a trading name of Investment Solutions Wealth Management Limited, which is Authorised and regulated by The Financial Conduct Authority.  Our registration number is 533559.  You can verify our regulatory status on the FCA Register website.  Additionally you can also verify the regulatory status and history of our fully qualified team of independent financial advisers by visiting the FCA Individuals Register.