If you are a financial services or legal services representative you may be interested in providing independent financial advice to your clients in order to gain the best outcome on their behalf.
A Joined-Up Approach To Care For Your Clients
As Chartered Financial Planners, we have a great deal of experience working with other professionals and you can be sure your client is in safe hands. We are highly experienced in assisting solicitors, attorneys and trustees. We are fully accredited by SIFA, the Solicitors Independent Financial Advice initiative endorsed by The Law Society, and are authorised and regulated by the Financial Conduct Authority (FCA).
If you are seeking further information on how we may be able to help your company and clients, we would be delighted to hear from you. Many businesses trust Investment Solutions to uphold both their brand and reputation and to look after the needs of their clients.
If you would like us to contact you regarding a potential partnering opportunity please complete the form below and a director of Investment Solutions will contact you as soon as possible to discuss your requirements.