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About us. |
Based in Worthing, West Sussex, Investment Solutions Wealth Management Limited is has been providing advice to private clients, solicitors, accountants and companies on all aspects of financial planning for over 20 years.
Because we are fully independent financial advisers, our clients benefit from our impartial approach and our access to the broadest range of financial products and services. So whether it be investment advice, pension funding, retirement planning, or any other financial matter, we have the wealth of experience needed to create the solution that's right for you.
Our strength lies in our client relationships and our approach of fully understanding and prioritising our clients' objectives, desires and aspirations. Your first financial review with Investment Solutions is free of charge and will begin with a discussion about your priorities and concerns. There will be no obligation to proceed if you don't want to pursue our advice further.
Once your adviser has understood what is important to you, he will produce a detailed financial planning report that has been tailored to your circumstances. It will show you how we can help you address your needs and achieve your objectives.
We'll take plenty of time to discuss your report with you and make sure you understand the features and benefits. When you're ready, our dedicated customer service team will help arrange the necessary paperwork.
Our charges can be structured in several ways depending on your preferences. Some of our clients prefer a fee-based approach, whilst others prefer a commission basis. Either way, we will always disclose our fees to you in an open and transparent manner.
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Find out more about our services by downloading our Corporate Brochure:
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