Our Fees

Our financial advice fees and terms of service

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 document after making an appointment to receive independent financial advice with one of our financial advisers.

Our Combined Service Agreement

Please download our Combined Service agreement now which describes the service level you can expect from Investment Solutions as well as detailing our fee charging structure.

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.

Awards

Latest news

Economic Update for February

Economic Review – February 2020

On the 31st January the UK officially left the EU and it is now embarking on an 11-month transition period during which formal trade negotiations…

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Time to find your lost pension

Lost Pension? How to find it

In todays modern economy, people no longer have a job for life. Most people will have a number of jobs, and will be contributing to…

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Quarterly Financial Bulletin – Winter 2020

In this quarter’s edition of our Financial Bulletin we look at Financial resolutions for a prosperous New Year. This includes the benefits of creating a…

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Why use a Financial Adviser?

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

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How do you find a lost pension?

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

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Coming to a crossroads in life

Financial Planning as a result of selling a limited company

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…

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Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

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Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

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Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill

Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he…

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