On 21st June 2018 we celebrated our 30 year anniversary at the Aldrington Hotel in Worthing. We had a great day with clients old and new.
Investment Solutions was established in 1988 and has grown over the last 30 years to one of the largest Independent Financial Advisers in the South East. All of our advisers are Chartered and our Para-planners are working towards this status also making our staff very well qualified to give bespoke independent financial advice to our over 2000 clients.
Our celebration on Thursday was started with a Post-retirement session in the morning for our retired clients where we had experts discuss the current economic climate, the advantages and disadvantages of equity release and finally how to plan for long term care.
After lunch we had a Pre-retirement session for our clients who are still working and we had experts talking about ways to fund your retirement along with the recent changes to pension legislation that people need to be aware of.
We ended the evening with a drinks reception which was a great chance to catch up with our friends, colleagues and clients.
We are looking forward to the next 30 years!
