Award Winning Firm - Based 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 for over 32 years.

Contact Details

  Website
  City Worthing
  Postcode BN11 1QT
  Address Grafton House, 26 Grafton Rd
  Phone Number 01903 214640

Products & Services

Investments

Our investment specialists can create bespoke portfolios tailored to your individual needs.

Our 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.


Pensions and retirement

Having a strong retirement plan can make a huge difference. Our team of investment and pension specialists can help.

When 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.

  • I would recommend this business

I have recently moved my investment portfolio from Rathbones to IS.
Jo Penly at IS came highly recommended through close friends.

From the moment I spoke to Jo she was so helpful, knowledgeable and very efficient, a real pleasure to deal with. I felt very comfortable and confident with her from day one.

Jo's financial planning advice has been excellent. She has explained everything very clearly, answering every possible question on any scenario that I came up with.

Thanks to Jo, I now feel that finally I understand my financial position. I can now look forward to enjoying my retirement, with the confidence that I have Jo looking after my interests and that I can check in with her when needed to ask any of those questions, that inevitably will come up as plans change over the years.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

You are one in a million, best among many, most trusted , I almost gave up on trading then I met through a friend, LEO HENRY the most trusted trading expert who helped the life of my family and I , I also recommended him to my friends and family member who also have become financially successful thanks to you Sir, I have lost a lot but you gave me hope and faith that forex and binary trade could help, and you proved it when I invested just $500 and earned $6800 in just a week, since then it has been profit after profit all week, I am arguing the entire public to invest and be financially successful like me and my friend who have had same experience. Contact LEO HENRY on these
Email on LEOHENRYFOREXTRADER@GMAIL.COM
WhatsApp Number : +13103614712
"Success doesn’t come to you, You go to it... I’m not the one to call you to invest and have a bright financial situation. If you know what’s right, you’re supposed to contact him now and start trading ASAP”

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

My passion to trade has grew so big , LEO HENRY have made my world beautiful for earning $6,570 on my little investment of $650 , I was always losing on options market .. Ever since I invest with LEO, i was always on the good side. He never gamble with me but trade for me,,, all Thanks to LEO HENRY for my wonderful earning..
I fully recommend Him to you to also share this great experience with me
Contact him.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Social Activity

..... cycling it. Contact us; Tel: 01903 214640 Email: ifa@investment-solutions.co.uk https://t.co/71mMYcf60F https://t.co/kQ9nur6OAI
Twitter   Full Post ›
Mental Health Week As part of mental health week a number of Investment Solutions Team have signed up to take on Mi https://t.co/UyY6G6zddQ
Twitter   Full Post ›
Water More than 800,000 people die every year as a result of inadequate water & poor sanitation source: World Hea https://t.co/TULuFq6604
Twitter   Full Post ›
.... wellbeing. And that this is true whether were giving or receiving it. If you are feeling anxious about your f https://t.co/0dIDFLGaZR
Twitter   Full Post ›
.... work. Figures published in the governments Thriving at Work report revealed that mental health-related absent https://t.co/eIYER8Xgfz
Twitter   Full Post ›
Mental Health Awareness Week commences tomorrow. Depression and anxiety are among the biggest killers in the UK. It https://t.co/tDq1PuNluW
Twitter   Full Post ›
Savings 12% of 40 to 59 yr olds have increased their emergency cash savings since the 2008 financial crisis source https://t.co/g04ickWRn6
Twitter   Full Post ›
VE Day 75 years ago today, we remember that because of our forefathers, we have our freedom. We recall the contribu https://t.co/UM90qicN9G
Twitter   Full Post ›