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"At Investment Solutions, one of our key strengths is working with other reputable professionals to foster strong business relationships that benefit our mutual clients."
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If you are a legal services representative or a financial services representative needing to refer a client, or if you are seeking further information on how we may be able to help your company or your clients, we would be delighted to hear from you.
We have a great deal of experience working with other professionals and you can be sure your client is in safe hands. We are highly experienced in assisting solicitors, attorneys and trustees. We have been registered by the Chartered Insurance Institute as Chartered Financial Planners and are fully accredited by SIFA, the Solicitors Independent Financial Advice initiative endorsed by The Law Society.
Investment Solutions additionally offers a wide range of corporate financial advice and planning services. It goes without saying that companies require specialist financial advice, including business protection, partnership & key person protection and employee benefit schemes. Contact us to arrange a full business financial planning review.