Financial Advice 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 Review – May 2019

As the Brexit deadlock continues, this month’s commentary gives some better than expect news on the UK economy and UK employment. We also run through...

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Quarterly Financial Bulletin – Spring Edition 2019

We begin by looking at ‘Are the best things in life really free?’ showing the potential huge costs over the course of a lifetime and...

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Economic Review – April 2019

As the Brexit deadlock continues, this month we look at interest rates remaining on hold, the inflation rate increasing and the UK economy is stuck...

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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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How to partially cash in a Final Salary Pension Scheme

Releasing money from a Defined Benefit Pension  Martin is aged 54, and is married to Katie who is aged 51, they have two children. They...

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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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Daniel and Julie need to release some equity from their property

Daniel and Julie are both 77 years old, retired and own their own home in a private estate in Angmering. Their house is worth around...

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