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.

ISWM Service Agreement and Terms and Conditions V22 July 2020

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 Review – November 2020

The latest gross domestic product (GDP) statistics show that, while the UK recovery did continue in August, the pace of growth has slowed and output…

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Quarterly Financial Bulletin – Autumn 2020

  As the COVID-19 pandemic continues, in this quarter’s financial bulletin we assess the impact of the pandemic on the UK and beyond. We begin…

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Your Questions Answered

This month Khalil Kasparis our Senior Financial Planner who gives financial advice to our High Net Worth Clients, gives his thoughts to three common questions…

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Wealth Management for Entrepreneurs and Executives

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

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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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