Investment Adviser of the Year 2020

We are delighted to announce that Investment Solutions has won - Moneyfacts Investment Adviser 2020.

This national competition saw entries from firms across the whole country, and we are really happy to win this prestigious award. Having started in 1988 we have grown to a company with client assets under management of nearly £500m. As a Chartered Firm of advisers we pride ourselves in keeping the highest standards, providing tailored individual independent advice to our clients. For further information as to our award winning services please contact us.

Speak with our Financial Planners today

Related blog posts

Economic Review – February 2021

Although recently released data has revealed a decline in UK economic activity, Bank of England (BoE) Governor Andrew Bailey, has expressed hopes that the vaccine…

Read More

Quarterly Financial Bulletin – Winter 2021

Over the past year, our vulnerabilities have been starkly exposed by coronavirus, and the pandemic continues to present an array of challenges on many different…

Read More

Economic Review – January 2021

Following a gruelling nine-month negotiation process, the UK and EU finally agreed and signed a post-Brexit trade deal just a day before the transition period…

Read More

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…

Read More

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…

Read More

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…

Read More
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…

Read More

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…

Read More

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…

Read More