Who we are
Based in Worthing, West Sussex, Investment Solutions has been providing bespoke, Independent Financial Advice to private clients, solicitors, accountants and companies on all aspects of financial planning since 1988.
Because we are fully independent Chartered Financial Planners, our clients benefit from our impartial approach and our access to the broadest range of financial products and services available in the UK market.
So whether it be investments, pensions, retirement, equity release, protecting what is important or any other financial matter, we have the wealth of experience needed to create the solution that’s right for you.
Investment Solutions Team, Investment Solutions, Worthing, West Sussex, BN11 1QT
Our strength lies in our commitment to treating customers fairly, our client relationships and our approach of fully understanding and prioritising our clients’ objectives, desires and aspirations. Your first financial review with Investment Solutions is free of charge and will begin with a discussion about your priorities and concerns. There will be no obligation to proceed if you don’t want to pursue our advice further.
Once your financial adviser has understood what is important to you, he or she will produce a detailed financial planning report that has been tailored to your circumstances. It will show you how we can help you address your needs and achieve your objectives. We will take plenty of time to discuss your report with you and make sure you understand the features and benefits. When you are ready, our dedicated customer service team will help arrange the necessary paperwork.
Why Investment Solutions?
Here’s just a few of the many reasons why you should choose Investment Solutions for Independent Financial Advice:
- We are trusted advisers to clients across the South and have been since 1988
- As Chartered Financial Planners, we are very highly qualified and experienced
- We are client-orientated and will always do our best to help
- You and your affairs are treated as an individual
- You will have a dedicated, named adviser
- Specific, targeted, advice – we don’t believe in ‘one size fits all’
- Dedicated pre-sales and after-sales support team
- Local advisers, based in Brighton and Hove, Worthing and Pulborough – covering the South Coast
- Highly competitive advisory and servicing fees
What Makes our Financial Adviser Team Different?
Investment Solutions’ financial planners will always provide clear information at every stage of the financial advice process and our dedicated customer service team are on hand to answer any queries and ensure that your after-sales experience is simple and hassle free. Our mission is to offer you clear, effective and personalised financial advice. Unlike many financial advisers, we will treat you as an individual; we do this by building a personalised plan to help you reach your goals, whatever they may be.
Unlike many Independent Financial Planners who offer investment advice, Investment Solutions conducts investment research and recommendation entirely in-house. We do not outsource the most vital part of the advisory process to a third party, meaning you can be sure we always know your goals and are actively working to help you achieve them. Because we are not paying anybody else for these services you are not subject to unnecessary additional costs.
Investment Solutions Advice Process
How Are We Remunerated?
Our charges can be structured in a number ways depending on your preferences. Either way, we will always disclose our fees to you in an open and transparent manner and agree a remuneration strategy before we proceed.
Where Do I Start?
If you would like to know more, why not give Investment Solutions a call on 01903 214640 to chat with financial adviser and ask some questions about how we can help? Alternatively if you want us to call you back, fill out our simple enquiry form and we will get back to you as soon as we can. Need more information first? Why not take a look at some information on some of the financial advice areas we specialise in?