Investment Solutions Wealth Management Ltd

Independent Financial Adviser Grafton House, 26 Grafton Road, Worthing, West Sussex, BN11 1QT
Response rating
7.0/10
FCA verified
15th October 2018
We are a Chartered Firm of Financial Planners, members of Solictor Independent Financial Advisers. Check out our video:
We can advise you on
    • Buy to let
    • Equity release
    • Home reversion
    • Remortgage
    • Residential
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • Wealth management
    • Estate planning
    • Taxation planning
    • Long term care
Meet our advisers
Jan Kinghorn APFS, Affiliate of STEP (Society of Trust & Estate Practioners)
Chartered Financial Planner, Affiliate of STEP (Society of Trust & Estate Practioners)
Accreditations
Chartered Financial Planner
Jo Penly
Chartered Financial Planner
Accreditations
Chartered Financial Planner
David Connor Dip PFS
Director
Ivan Lyons APFS
Managing Director
Accreditations
Chartered Financial Planner
Angus Willson APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Alison Lane APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Grafton House, 26 Grafton Road, Worthing, West Sussex, BN11 1QT

Contact us
About us

Investment Solutions are a Chartered Firm of Independent Financial Advisers (IFAs) and Wealth Managers. Providing advice in all aspects of financial planning since 1988.

A member of Solicitors Independent Financial Advisers (SIFA). Currently one of only three SIFA members in West Sussex.

Investment Solutions is listed in the SIFA Directory of Professional Financial Advisers:
- which has been endorsed by the Law Society.

Our services

Provide face to face advice both initially & ongoing (whatever level of wealth you hold). For clients that hold between £50,000 - £250,000 investments with us, at least annually; between £250,000 - £500,000 at least half yearly; above £500,000 more often.

Please take a look at our video on our website:

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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