Privacy policy

Respecting Your Privacy

Investment Solutions appreciates your visit to this website “”and your interest in our independent financial advice and planning services. Your privacy is important to us and we want you to feel comfortable visiting our website and in all of your dealings with us.

How We Treat Your Information

We take great care to protect personal data when submitted via the Investment Solutions website. All the information you provide to us is used to help us gain a thorough understanding of your personal and financial circumstances. This information, and any information gathered during client meetings, is held in the strictest confidence. Investment Solutions is not responsible for the accuracy or security of the material and content provided by websites external to

From time to time it will be necessary to share your information with financial services and products providers for the purposes of obtaining product illustrations, quotations and to arrange a new contract for a financial product e.g. a life insurance policy. We will notify you when it becomes necessary to provide your information to a third party.


Data Protection Act

Investment Solutions Wealth Management Limited is registered with the Information Commissioner’s Office (the ICO) and holds a current and valid Data Protection Licence. The Data Protection Act requires anyone who handles personal information to comply with a number of important principles. It also gives individuals rights over their personal information.

Investment Solutions takes its responsibilities under the Data Protection Act very seriously. Confirmation of our registration can be found on the Information Commissioner’s website.

Where To Get More Information

If you would like more information, please write to:

Investment Solutions Wealth Management Limited
Grafton House
26 Grafton Road
Worthing BN11 1QT


Latest news

10 Ways to Boost your Pension

1. Stop Procrastinating The earlier you start saving, the greater the impact will be. Someone earning £25,000 per year at age 25 who starts a…


January 2018: Worthing Herald – Record Breaking Year

Investment Solutions had another record breaking year in 2017, with numerous awards received and an article will be in the Worthing Herald on 18th and…


Quarterly Financial Bulletin – Winter Edition 2019

We begin by looking at ‘What rules would you pass to the next generation’ to your children and grandchildren which should be helpful to many…


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

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…

Read More

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…

Read More

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…

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