Investment Solutions

Keith has a wealth of experience in both financial advice and banking having worked in the Financial Services industry since 1977. He holds the qualification Fellow of the Chartered Institute of Banking (FCIB).

Prior to establishing Investment Solutions Keith was the South Eastern Regional Manager for Gateway and Woolwich Building Societies and was also a director of Woolwich Pension Fund Ltd.

Keith also holds directorships in other financial Companies and is the honorary secretary of the Friends of Pallant House Gallery, Chichester.

Ivan Lyons APFS, Chartered Financial Planner and Director.

Ivan has worked in the Financial Services industry for twenty years and gained a great deal of experience dealing mainly with high net worth clients needs in the areas of pensions and investments.

He holds the Advanced Financial Planning Certificate and is a registered Chartered Financial Planner, making him one of the top 5% of advisors in the country. He is also a member of the Professional Finance Society.

Ivan is a keen long distance runner and his aim is to complete one hundred marathons before he retires. His marathon running has raised thousands of pounds for local charities over the years.  

Daniel Simmonds DipPFS, Senior Financial Adviser. 

Daniel joined Investment Solutions in 2009  bringing with him over eight years of experience in financial services.  He has worked in home finance lending for a large UK bank and independently as a self-employed financial consultant advising private and corporate clients on all aspects of financial planning.

Daniel is a fully qualified member of the Personal Finance Society, with specialist qualifications in long-term care planning, trusts and personal taxation. He is responsible for advising clients on all aspects of financial planning and handles IT development, investment research and asset management for our clients.   

Daniel is a keen Scuba diver and also spends his free-time kayaking along the Sussex coast. 

Mark Ainsley, Senior Financial Adviser.

Mark joined the financial services industry in 1987 and has been an IFA since 1990. Working with several well respected financial services companies including a long spell of running his own IFA business, he has built   enduring relationships with his clients that will now enjoy the additional resources provided by Investment Solutions.

Specialising in private client advice and with experience of dealing with client introductions from professional connections, Mark joins Investment Solutions to strengthen our client service proposition across the South.

With Mark about to achieve the new industry qualification Diploma standard, it is his intention to continue to build on his academic achievements with the aim of attaining Chartered status in due course.

Sarah Brine, Office Manager.

Sarah has worked in the Financial Services industry for over 26 years having initially worked for Royal Sun Alliance and Standard Life for over 20 years.

With a great deal of experience assisting clients and financial advisers, Sarah's role is to manage business operations and administrative support so our clients can be confident of receiving prompt and effective customer service at all times.

Sarah is looking forward to helping Investment Solutions implement some exciting changes to the company over the course of the next year.