Investment Solutions

read moreBased in Worthing, West Sussex, Investment Solutions has been providing bespoke, Independent Financial Advice to private clients, solicitors, accountants and companies on all aspects of financial planning since 1988. Investment Solutions are fully independent Chartered Financial Planners. Consequently our clients benefit from an impartial approach. They also benefit from access to the broadest range of financial products and services available in the UK market. Whether it be investments, pensions, retirement, equity release, protecting what is important or any other financial matter, the company has a wealth of experience needed to create the solution that's right for you.

read moreEstate Planning does not just apply to the wealthy. More and more individuals and families are falling into the Inheritance Tax trap because the value of their estate is over the threshold. Although recent changes to these rules have led to some estates paying less tax, the rules are more complex meaning advice is needed more than ever if you are unaware of the new rules. Inheritance tax is a tax on the estate - the property, money and possessions of someone who has died. Inheritance tax is payable at 40% if your estate is over the threshold.

read moreWhen it comes to pensions and providing for our retirement, too many of us are doing too little, too late. Putting away even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. The golden rule is not to rely on the State alone, as this will not necessarily provide enough income for you in retirement. If you are employed you should be offered a pension scheme through your employer where you and your employer both pay into the scheme. If you are self-employed you will need to set up your own plans and its important to try and do this as early as possible.

read moreOur Worthing Investment Adviser team currently manages close to 500 million of investment assets for over 1,500 clients. We have been trading since 1988. We are independent and impartial advisers, owned 100% by the directors, with no outside shareholder interests. This means putting the client's needs first - rather than a 3rd party - is at the core of what we do. Our investment committee meets every quarter to review the investments we recommend. We review the performance of every fund or investment during these meetings to ensure we are still happy to continue to invest our client's money into these various holdings, and the funds that no longer meet our criteria are removed from our approved list of funds.