Investment Solutions Grafton House 26 Grafton Road Worthing West Sussex BN11 1QT
Tel. 01903 214640 Fax. 01903 214656
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Investment Solutions offers a range of financial planning services backed by knowledge, expertise and experience.
Whether you are concerned about providing for your retirement, the performance of your investments, or you simply feel that you are paying too much tax, we can help you find ways of making the most of your money.
A small change in the way you manage your finances today can make a considerable difference to your finances tomorrow. Plan for your future today - contact us to arrange a free appointment or click on a question mark below to begin your enquiry.
Whether you are looking to start a pension for the first time, want advice on old schemes you have accumulated over the years or are looking to for advice on how best to take your benefits in retirement we can offer help and advice. (MORE)
We offer individually tailored advice on your investments based on a review of your personal circumstances, requirements and attitude to risk. We offer reguar reviews to ensure that your plans continue to meet your requirements and reflect your needs and they change over course of time. We can help with specialist investments, such as Green and Ethical investment, or investing in particular asset classes or markets, such as Gold or Emerging Markets. (MORE)
Many of our clients want to ensure their estates are set up efficiently so that they can pass on the maximum benefit to their children or other beneficiaries. We can offer advice on all forms of inheritance tax planning to ensure your assets are held in the most appropriate and tax-efficient manner. (MORE)
We have specialist advisers who offer advice on all forms of Long Term Care fee planning. Whether its more effective portfolio planning or annuity solutions, we take time to ensure that our advice is tailored to the clients individual needs and circumstances. (MORE)
If you desire more income in retirement it may be possible to unlock some of the capital value of your home without having to sell it. Our specialist advisers can take you through all the options available in the equity release market. Our advice is tailored to your individual needs and is in full accordance with SHIP (Safe Home Income Plans) guidlines. (MORE)
The first place to start with financial planning is to protect what you already have, whether it be your family, your assets, your business or all three. Investment Solutions will help you find cost effective ways of ensuring they are protected financially through a thorough review of your financial needs and aspirations. (MORE)
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