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 V23 January 2021

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 – June 2021

This month we begin by discussing the Bank of England (BoE) who has significantly increased its 2021 growth forecast, as survey evidence continues to highlight…

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Economic Review – May 2021

As lockdown restrictions ease, in our economic review this month we can report on some good news in a range of areas within the UK….

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Quarterly Financial Bulletin – Spring 2021

The arrival of spring is generally a time of great optimism and this year more than ever we are all certainly in need of a…

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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. ┬áHe 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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