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Investment Life & Pensions Moneyfacts Awards 2022 Investment Adviser of the Year – Commended
For the third year running, we have been shortlisted within the Top 10 Practices within the UK (Investment Category) by Moneyfacts. This is following on from our previous award from the City of London Wealth Management, where we won Regional Wealth Manager of the Year 2022. Having started in 1988 we have grown to a…
Read MoreCity of London Wealth Management Awards 2022
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 £600m. As a Chartered Firm of advisers we pride ourselves in keeping the highest standards, providing tailored…
Read MoreHow to run a half marathon in Isolation
With the UK on lockdown our usual fundraising efforts are on hold as we all #staysafe #stayhome. But we all know how much our MD Ivan loves running and he is hoping to run 52 half marathons in 52 weeks this year. To help him stay on target we have challenged Ivan to run…
Read MoreEnd of tax year planning
As the end of the tax year approaches, now is the perfect time to ensure you have your financial affairs in order and to double check you have taken advantage of all of the tax efficient allowances available to you. In our ‘end of tax year planning’ guide, we help you to get to grips…
Read MoreOur Chosen Charity for 2020 – Sussex Community Foundation
Sussex Community Foundation have a long-term commitment to help raise money for people in Sussex. They raise funds for and make grants to local charities and community groups across East and West Sussex and Brighton & Hove. So far they have raised £30 million to support Sussex communities since 2006. Investment Solutions will be carrying…
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