City 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…

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How 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…

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End 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…

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Our 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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Financial Planning Week

7-11 October 2019 Financial Planning week is upon us again. This is an campaign hosted by the Chartered Institute for Securities and Investment (CISI) to raise awareness of the value that financial planning adds to your life. Its not just for people who have never thought about their finances, it’s for everyone, whatever your situation.…

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Investment Solutions adopts the Pension Transfer Gold Standard.

The Pension Transfer Gold Standard is a voluntary code of good conduct for Safeguarded and Defined Benefit Pension Transfers advice which has been set up by The Pensions Advice Taskforce. This is an industry wide representative body; whose ultimate purpose is to raise standards and enhance consumer protection in respect of Safeguarded or Defined Benefits.…

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Spring Statement 2019

Chancellor of the Exchequer, Philip Hammond, stood up on Wednesday 13th March to deliver his second Spring Statement at an inauspicious time following the House of Commons’ dramatic rejection of the Government’s Brexit deal the previous evening. Download our summary of the Spring Statement below which includes an update on: The Economy Employment and Wages…

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End of Year Tax Planning Guide

End of year tax planning With the end of the tax year fast approaching, now is the ideal time to ensure that your financial affairs are held as tax efficiently as possible. We are pleased to enclose our end of year tax planning guide. The main tax planning opportunities include: Pensions Individual Savings Accounts Inheritance…

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Personal Finance Portal

We have now launched our Personal Finance Portal to all of our clients, which allows clients to view all of their investments and assets in one place securely online. 21st Century Services We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels; face to face, on…

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Chestnut Tree House

Chestnut Tree House is the children’s hospice for East and West Sussex, Brighton and Hove and South East Hampshire and cares for 300 children and young adults with progressive life-shortening conditions. There are potentially 1,000 families with life-limited children in Sussex. Chestnut Tree House offers support for the whole family including psychological and bereavement support,…

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